Collie Financial Planning, Inc.

Collie Financial Planning, Inc. provides comprehensive financial planning and investment management to individuals. We also serve as a fiduciary advisor to businesses, helping them manage their 401K plans. 
Risk measures, rates of return and the numbers that surround us are all important and critical factors of financial planning. To us however, our client relationships are about more than that. It's about people. It's about relationships. It's about your desires, your hopes, your dreams and the purpose for your life. It's about the legacy you are building each day of your life. We go beyond financial planning to help our clients answer the tough but critical questions. What do I want out of life? What do I do with these assets I've worked hard to accumulate and how am I doing as a steward of these resources? Where will it all go when I'm gone and what kind of impact will it have on others? At the end of the day, we help clients achieve true Financial Freedom and create eternal impact. For more information visit www.colliefp.com
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Advisors at this Office

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This Office

103 Black Mountain Ave Black Mountain, NC 28711-3402 Phone: (828) 654-8830

Primary Office

1 Town Square Blvd Ste 206 Asheville, NC 28803-5070 Phone: (828) 654-8830 Fax: (815) 550-1418

Other Offices

103 Black Mountain Ave Black Mountain, NC 28711-3402 Phone: (828) 654-8830