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Michael R. Collie, CFP®, AIF®, CKA®

President
Collie Financial Planning, Inc.


LinkedIn


Areas of Concentration

Cash Management and Budgeting, Charitable Giving, Comprehensive Financial Planning, Investment Management, Planning for Owners of Closely-Held Businesses, Retirement Planning, Education Planning, Wealth Transfer, Employee and Employer Plan Benefits, Estate Planning, Asset Allocation, Divorce Issues, General Financial Planning, Intergenerational Planning, Investment Planning, Life Planning, Life Transitions, Planning for Couples, Retirement Income Management, Small Business Planning, Social Security Planning, Socially Responsible Investments, Sudden Wealth Management, Wealth Management, Women's Finances, Young Professionals

Office Location

Collie Financial Planning, Inc.
One Town Square Blvd, Suite 206
Asheville, NC 28803

Office Location

Collie Financial Planning, Inc.
103 Black Mountain Ave
Suite 12
Black Mountain, NC 28711

Description

Collie Financial Planning, Inc. is an independent, Fee-Only Registered Investment Advisor that provides comprehensive financial planning and investment management services to individuals and retirement plan services to small and medium sized businesses. Comprehensive financial planning is a process by which clients determine their goals and objectives, evaluate their current situation and resources, create a plan to utilize these resources to achieve these goals, and monitor the progress toward achieving these goals. I personally believe that for any Christian, this all must be done with an acceptance that God owns it all and we are called to be stewards of what He has entrusted to us. This belief provides a foundation and gives a perspective from which the planning process can begin.

Licensed in these states: NC, SC, TX

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