In a world of confusing and often conflicting multi-media messages, Chris Collier helps his clients make educated decisions – based on science and economics, not hype and opinion – to create effective, efficient and coordinated financial strategies. Successful people including attorneys, high-income executives, wealthy individuals, and business owners look to Chris for holistic strategies that can help efficiently provide financial protection, savings, and growth for their families and businesses.
Chris graduated from Wittenberg University in 1989 with a Bachelor of Arts degree in History. Always an entrepreneur – delivering newspapers as a boy and holding a variety of sales jobs during school – Chris wanted a career that he could build as his own business with a focus on helping people improve their lives. Once he began working as a financial professional, Chris soon came to understand the enormous need for the services he could provide and the value his strategies could bring to his clients. Early in his career, Chris worked with a client on a family protection strategy including disability income and life insurance. Less than a year later, the client was diagnosed with a brain tumor, and the insurance that he had put in place with Chris provided a much-needed income during his disability and a significant benefit to his family after his death. It was then that Chris realized the critical importance of his financial services role and the value he could bring to his clients.
Chris and his family – wife Katy, and children Philip, Charley, Peter, and Libby – enjoy an active life as longtime Anderson Township residents. His work with individuals and families with special needs comes from his own life; as the parent of a teenage son with learning disabilities, Chris was quick to recognize the importance of appropriate financial protection and to educate himself so he could offer his knowledge to others who may need it. When he’s not working or spending time with his family, Chris enjoys golf, tennis, photography, and collecting baseball related memorabilia. He’ll always make time to take in a Reds game!
As a Chartered Special Needs Consultant (ChSNC), Chris has nine years of experience assisting families with financial strategies that address social, medical, and legal issues of a family member with disabilities and other special needs. He has a thorough understanding of estate and tax planning concepts, special needs trusts, government programs, and the emotional dynamics of working with families that have special needs. In addition to individual consultation, Chris conducts educational seminars for families and providers so they are fully aware of the financial aspects of caring for an individual with a disability or other special needs.
It’s Chris’s firm belief that everyone deserves financial security. To provide the best possible service to his clients, Chris stays up-to-date on best practices in the financial industry, recently earning the high distinction as a Chartered Financial Consultant (ChFC) designee. As a financial professional, he sees his job as helping people with integrated, coordinated strategies so they will have everything they could have and so their security isn’t left to chance. That’s how he can make a difference in their lives.