Financial advisor · Fort Wayne, IN & Ann Arbor, MI, IN
Collier Financial
Independent retirement and investment planning for families
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Financial planning for individuals, families and business owners1001 Chestnut Hills Parkway, Suite 110, Fort Wayne, IN
Inheritance Financial Solutions is a financial planning firm that works with individuals, families and business owners on retirement, wealth building and legacy planning. Its services cover business succession and expansion strategy, employee and executive benefits, asset management, and estate planning.
The firm describes its approach as personal and education-focused, starting with a conversation about each client's goals before any planning begins. Securities and advisory services are offered through LPL Financial, and the firm is not an affiliate of LPL. The office is at 1001 Chestnut Hills Parkway in Fort Wayne, and the team can be reached by phone or through the contact form on the website.
Independent retirement and investment planning for families
Holistic retirement and investment planning with a fiduciary focus
Long-term financial planning for successful families and business owners
Listing your business here is free. Featured is $49 a month: