Welcome to Collier Legacy Planning

Welcome to Collier Legacy Planning

 

We are located at 2380 State Road 44 Suite E in Oshkosh. Just west of Hwy 41.

 

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Medicare Planning

Medicare Planning

 

"You're such a joy to work with. You are so easy going and genuine." —Green Lake Client

 

Learn more about Medicare...

Retirement Planning

Retirement Planning

 

"Ray provided me with all of the information I needed. He was very helpful—no pressure, just a very kind and knowledgeable man." —Oshkosh Client

 

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Income Planning

Income Planning

 

"We feel so much more confident now on our road to retirement! Thanks for your expert guidance, patience and caring ways." —Van Dyne Client

 

Learn more about Collier Legacy Planning Retirement Planning services...

What is your reason for searching out information today?

Are you reviewing your current retirement planning?  Are you interested in achieving more safety for your nest egg?  Would you like to see better growth?  Do you have questions about Medicare coverage?

Many people are interested in simplifying their portfolio and reducing fees. One of the most common things I hear from people however is that they hardly ever hear from their other advisors.  There is also the often silent and important concern, TRUST-both as respects integrity as well as competency.  Trust has to be earned.

We take very seriously the opportunity and responsibility to work with retirees and pre-retirees on their important planning.  Some time ago we decided to focus our business on caring well for our established clients so that we don't loose them out the back door in our effort to meet new people.  This seems to have worked well as over 90% of the additional retirement assets that we have taken in the past couple of years are from already established clients and their referrals.  This indicates a high level of satisfaction with (1) the results from their current accounts and (2) our communication and customer service.

 

Thank you for giving us a few minutes of your time today. If you will give me the chance to sit down and personally visit with you, I promise to:

      1. Listen to you and make recommendations accordingly

      2. Give you clear answers to your questions

      3. Help you plan, monitor, and reach your goals

      4. Keep in touch regularly

Thank you  -Ray Loth

 

We work with the following companies, and more, to provide the best service to you.

Let's get started today!

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