Retirement Solutions

Easy to understand financial advice that puts you in control of your retirement

Collateral Financial Advisors, a registered investment advisor (RIA), offers you independent, unbiased investment advice designed to help you realize your retirement dreams. At Collateral Financial Advisors, we work with you to build a strategy that can help you accomplish your goals. Our process doesn’t just look at where you invest and save your money, but the different stages of life we all go through.
Our focus is to provide objective advice. We offer a comprehensive range of retirement planning services, and a dedicated and knowledgeable staff to help with planning your retirement.We take a holistic, consultative and long-term approach to helping clients prepare for the risk we all face. Our services include:

Individuals

  • Individual 401(k)
  • Tax deferred 403(b) & 457(b) plans
  • Individual IRA(k)
  • Roth IRA
  • Mutual Funds
  • Wealth Accumulation and Management

Organizations

  • Corporate 401(k)
  • Tax deferred 403(b) & 457(b) plan administration

Our Strategic Partners

Collateral Financial Advisors participates in the TIAA-CREF Retirement Advisory Alliance program and is the designated local provider of education and investment advisory services to Alabama educators.CLS InvestmentsTIAA CREF