Why do you specialize in retirement planning?
Watching my dad retire opened my eyes to how much more there is to a fulfilling retirement than just having enough money. We realized that what we—and the rest of the financial services industry—were providing only scratched the surface of what our clients needed. So we went back to the drawing board and listed out all the needs and concerns of today’s active retiree and created strategies for each.
The aha moment when our clients realize and accept that they can financially pursue the things they’ve always wanted to do, it’s almost like seeing a weight lifted off their shoulders
Please share one of the most unique or meaningful “lifestyle” experiences that your client achieved.
As with most good savers, getting clients to let go of that “save and don’t spend” mentality takes years and sometimes never fully goes away. In one particular instance, we had a long-term client with whom we had been demonstrating over time that he had enough money to get out and enjoy those things he had an interest in doing, particularly while he was still young and healthy. He always wanted to go on a big fishing trip. For years, we encouraged him to do so. Left to his own devices, we knew he might never book that trip, so we started sending him travel specials for fishing trips he would be interested in, along with emails reaffirming that he could do this…that he has the money to do this. After a couple months, he finally booked a trip and he has since scheduled 3 more trips. He is finally out there doing the things he always wanted to do. A lot of our job is building financial confidence. And, a big part of that is demonstrating to our clients that they do have the money to do the things they always dreamt of doing. And if needed, pestering them until they actually do it.
Building the plan and financial confidence is the starting point; however, each interaction with our clients is an opportunity to make their lives better or easier. Whether it’s being their rock during times of market turmoil by helping clients make tough decisions during the toughest times, talking through any challenges or worries they are having leading into or in retirement, or even small things like adjusting schedules to make meeting times more advantageous for our clients. No interaction is too small to take the opportunity to make the clients’ day or life just a little bit easier or better.
What sets Collier apart?
We are one of the only firms I know that specifically tailors their services to today’s retiree. With a balance of youth and experience, we are positioned to be a lifetime partner to our clients. We will not retire on them in the middle of their retirement. Our small size allows us to know and be available to our client families.
My family, my wife Nicole, our son Hayden and our daughter London. We love to ski and I like to golf, which I rarely get to do these days with young kids. We also sit on the board of our family charity Jessie’s Heart which raises money for families of children with heart defects.
- Bachelor’s degree from University of Kansas… Rock Chalk Jayhawk!
- Certified Financial Planner (CFP)®
- Chartered Retirement Planning Counselor (CRPC)
- Forbes Magazine 2019 Top Next Generation Wealth Advisors
These views may not be representative of the views of the other clients and are not indicative of future performance or success. Jessie’s Heart Foundation is not affiliated with LPL Financial or Collier Financial.
The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.