Mission Statement

Our Mission

Collegiate Financial Services was created specifically to service the financial needs of College administrators, coaches, faculty and staff. Our mission is to provide value to our clients by delivering Independent and Comprehensive guidance that travels with them as they move from organization to organization throughout their career.

Three Pillars of Professional Guidance

  • Independent –  We work with many retirement plan providers and our goal is to help clients obtain independent and objective advice.
  • Comprehensive – We look at each client’s overall situation and provide comprehensive advice on retirement, college savings, insurances, cash reserve strategies, debt management, tax strategies and estate planning.
  • Consistent – We provide a continuous relationship with our clients no matter how many times they relocate.  Our clients can always work with the same advisor that understands their goals and knows their family regardless of where they live.