Collateral Financial Advisors offers individuals a range of retirement plan education and investment advisory services. We provide easy to understand financial advice that puts you in control of your retirement.

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.

Why is CFA different?

  • Our approach
  • As a financial fiduciary we can provide more objective advice
  • Competitive Fee Scale
  • CFA is committed to focusing on the specific services you need
Our Approach

Our Services

We offer a comprehensive range of retirement planning services, savings options that permit both tax-deductible contributions and tax-deferred earnings, and personalized advice.

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 Investments TIAA CREF