Collier, Sarner & Associates, Inc.

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Financial Planning Consultants, Accounting Services, Financial Planners

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Today: 9:00 am - 5:30 pm

76 Years

in Business

(216) 765-1199Call Visit WebsiteVisit Website Map & DirectionsDirections30195 Chagrin Blvd Ste 100Cleveland, OH 44124 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Thu:	9:00 am - 5:30 pm
Fri:	8:30 am - 5:00 pm

Places Near Cleveland with Financial Planning Consultants

Beachwood (4 miles)
Bainbridge Township (7 miles)
Orange Village (7 miles)
Chagrin Falls (7 miles)
Gates Mills (8 miles)
Solon (8 miles)
Bedford (10 miles)
Maple Heights (10 miles)
Novelty (11 miles)
Chesterland (13 miles)
Northfield (14 miles)

More Info

Email

Location

Pepper Pike Place

Other Links

http://www.collieradvisors.com

http://www.csanews.com

Categories

Financial Planning Consultants, Accounting Services, Financial Planners, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (216) 765-1199

Address: 30195 Chagrin Blvd Ste 100, Cleveland, OH 44124

Website: http://www.collieradvisors.com

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Collier, Sarner & Associates, Inc.

Tax Planning
Charitable Giving
While the topic of charitable giving is vast, at its most basic, it comes down to a crucial decision: whether we want to be reactive or proactive in our giving. Do we want to give as a response to immediate needs which we see, or do we want to establish a detailed strategy for our giving and donate in a structured, planned way.
Tax Services
Income Tax

Mutual Funds
For those of us who invest in stocks (either directly or via ETFs and mutual funds), market volatility is something which we have to learn to deal with. And while some people can simply shrug off a market downturn and get on with life, other people react to volatility with stress. And that’s understandable: who wouldn’t be stressed to see their portfolio go down by 10%, 20% or even 30% in value within a few short weeks?
Bonds

Accounting Services
We live in an increasingly complex world. And managing our finances can be one of the most complex chores which we engage in – one that can soak up a good deal of time and effort and demand a good deal of “brain power.” No wonder many consider it to be a source of stress, as we feel that more and more of our valuable time is being eaten up by bookkeeping, filing taxes and keeping our investment records up to date.
Payroll Services
Bookkeeping Services

Financial Planning
Of all the topics within financial planning, estate planning is probably the one that’s most often overlooked. This is partially because it’s complex, time-consuming and often costly. It’s also partially because it’s somewhat distasteful – who wants to think about their eventual demise? And it’s partially because it doesn’t really come with the same sense of gratification as picking a winning stock, for instance.
Retirement Planning
Start with an analysis of your monthly income: Canada Pension Plan and/or Old Age Security benefits, a company pension if you’re fortunate enough to have one, rent from a rental property or basement suite, and also the income which you might withdraw monthly from your investment portfolio. For each one, ask yourself the following questions: how secure is it? Is there a potential for it to fluctuate in the coming years? Is there anything that you can do to make it more stable, or even grow?
Long Term Care
In some cases, it may make sense to purchase additional health-care coverage to supplement the standard coverage that you get from the government – for expenses such as optometry and glasses, dental care, hearing aids, massages, psychologists, orthotics, medical supplies, dieticians and the like. Depending on your personal circumstances, it might make sense to check out critical illness insurance, which can offer a financial cushion if you’re diagnosed with cancer, heart disease or other serious illnesses. Some retirees might also want to look into long-term care insurance, which can provide coverage for at-home nursing, extended care and similar expenses.

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