Financial Planning

Helping set personalized goals for your retirement

Achieving a financially secure retirement requires navigating a complex set of constantly changing factors. We partner with clients to thoughtfully construct a clear and flexible path forward to achieve goals every step of the way. In order to provide that clarity, our work focuses on a comprehensive view of a client’s financial circumstances which includes:

• Customized financial plans that provide guidance for asset management and establish the parameters most critical to meeting retirement goals.
• Retirement Projections and continued analysis that provide insight essential to managing client assets and evaluating retirement strategies.
• Plans for retirement income across a client’s portfolio.
• Life Insurance Analyses to determine the necessity, cost, and adequacy of existing policies.
• Social Security Analysis to identify the most appropriate timing and filing approach.
• Guidance on funding for college savings and other short-term goals.

A comprehensive financial plan must take into account many moving parts. We’re dedicated to working with our clients to find customized solutions focused on trust, transparency and our decades of experience.

From high net worth, and individual investors to university professionals, and charitable organizations, we partner with clients on their financial journeys, taking time to understand how their circumstances impact their finances — and how those finances will play a role in their future.

Start Your Financial Plan with Collegiate Capital

Ready to work with a transparent financial planning partner that understands your personal needs and challenges? Get in touch with the Collegiate Capital team today.