We believe in retirement by design.
Your life is complex. Your family situation, unique. This is why your retirement can’t be left to chance. You deserve better than “retirement by default.”
We Specialize in Retirement
For some firms, “specializing in retirement” might mean selling services to retirees. For us, specializing in retirement is more than just targeting specific demographics. It’s about understanding and easing the fears and emotions around a major life transition, a transition that requires adaptation, patience, emotional reassurance, planning and a confidence in markets.
Retirement By Design addresses these fears, concerns, transitions and life impacts in unique and comprehensive ways for each client and their family. With Collier, you won’t carry the burdens of financial anxiety all on your own. We are with you at every turn and will address these three most asked questions below and position you to be more resilient and flexible in your finances and investments, with us as an ongoing partner.