Fort Lauderdale, FL | Southfield, MI
About Us
Collica Group of Platinum Wealth Solutions is committed to offering comprehensive wealth management solutions and is dedicated to supplying the highest standards of client service. Our practice is built upon always putting clients interests first and, as a financial advisor, serving as a fiduciary to help clients achieve their goals in the most efficient way. We work with high net worth families, individuals, business owners and retirees that want to benefit from goal-oriented financial planning.
WHAT WE DO
My aim is to serve as every client's personal Chief Financial Officer, doing all the construction and heavy lifting for them so they can focus on what matters most.
Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
At Collica Group, we offer comprehensive financial planning services covering retirement planning, investment management, tax planning, estate planning, and more.
The Collica Group approach differentiates through personalized, holistic planning, transparent communication, evidence-based investment strategies, fiduciary responsibility, ongoing support, technology integration, and proactive monitoring.
Our team at Collica Group will assess your risk tolerance, financial goals, and time horizon to determine a diversified asset allocation plan. From there, we select investments based on research and due diligence, monitor and rebalance regularly, and adjust as needed to keep your strategy aligned with your changing needs and goals.
Our fee structure at Collica Group is transparent and based on the services provided. We operate on a fee-only basis, meaning our compensation comes solely from client fees, ensuring our advice is unbiased and in your best interest.
The Collica Group arranges regular meetings to review your financial plan, typically on a quarterly or semi-annual basis. However, the frequency of these meetings can be adjusted to align with your preferences and changing financial circumstances.
Yes, the Collica Group can provide tailored assistance for various financial goals, including buying a home, saving for education, starting a business, and more. Our comprehensive approach ensures that your plan addresses all your specific objectives and aspirations.
At Collica Group, we stay informed through continuous education, professional development, and ongoing market research. This allows us to adapt client strategies proactively to changes in regulations, economic conditions, and investment opportunities. The CERTIFIED FINANCIAL PLANNER® requirements for continued education and fiduciary responsibilities go beyond that of most financial advisors.
If your financial goals or circumstances change, the Collica Group will work closely with you to adjust your financial plan accordingly. The Collica Group believes in flexibility and responsiveness, ensuring that your plan evolves to reflect your current situation and aspirations. Please reach out to us if your circumstances change and we will work together to find a solution that aligns with your financial goals.
Yes, we're happy to provide references or share client testimonials upon request. Our satisfied clients often speak to the quality of our services and the positive impact Collica Group had on their financial lives.
About Us
Fort Lauderdale
Fort Lauderdale
Fort Lauderdale
215 North New River Drive East, #3980
Fort Lauderdale, Florida 33301
Southfield
Fort Lauderdale
Fort Lauderdale
28411 Northwestern Hwy., Suite 1300
Southfield, Michigan 48034
Copyright © 2024 Collica Group - All Rights Reserved.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the states of CO, FL, MI, NY, OH, VA . No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.
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