How We Serve You

While one investment philosophy fits all, one portfolio model cannot.   

Evidence-based design and implementation of a bespoke investment strategy across all of your family's accounts.  

Ensuring clients are leveraging the various tax and employer benefits of investment accounts available to them.

Systematic rebalancing. Strategic tax-loss harvesting. 

Ensuring any necessary distributions (e.g. RMD’s) are taken in a tax-efficient manner.

Planning is not a one-time action, but rather is iterative, and we update plans with clients at least once a year and around any major life events (e.g. new job, divorce, retirement, etc).

Collica Group’s job is to communicate the outputs at a level clients can understand, and set appropriate expectations that align with short-term financial priorities while working towards long-term goals.

Our tax planning services aim to optimize your tax situation, potentially reducing your tax liability and maximizing your after-tax income. We help you navigate the complexities of the tax code and identify tax-efficient strategies.

Protecting your financial future and loved ones is paramount. We assess your insurance needs and offer suitable coverage options, including life insurance, disability insurance, long-term care insurance, and more.  Together, we can decide what options work best for you and your family. 

Preparing for retirement requires careful planning and consideration. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. Our team will help you evaluate your current financial position, determine your retirement income needs, and design a strategy to ensure a secure and comfortable retirement. 

CERTIFIED FINANCIAL PLANNER (CFP®️)

In order to earn the CFP®️ designation, you must meet extensive experience and training requirements. With more of an emphasis on investing and a commitment to personal financial planning, CFP®️ professionals must complete a multi-year process to obtain the designation.  As part of their certification, a CFP® professional commits to fiduciary standard. This means that I will always work in your best interest when giving advice or providing financial planning.

Chartered Financial Consultant (ChFC®️)

While the ChFC®️ designation covers the essentials of financial planning, the focus is on  insurance, taxation, retirement, and estate planning. It also addresses advanced areas such as behavioral finance, non-traditional family structures, and small business planning.  I felt it would compliment the CFP®️ education to allow me to offer holistic financial planning.