Your JOURNEY to a SAFE, SECURE and PREDICTABLE FINANCIAL FUTURE starts here...

Craig Colley
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Ray Lucia Show

A successful retirement requires a plan.
Discover what's possible. 

Retirement

Risk Tolerance

Social Security

Medicare

Insurance

Annuities

POPULAR ARTICLES

How to Stay North When the Market Goes South
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Color of Money Risk Analysis
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The[...]
Do I Need Life Insurance?
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The Better Way to Plan for Retirement

The Retirement Toolbox

Discover how easy it can be to make critical retirement decisions once you have the tools!

Craig Colley
Founder / CEO

Craig founded Coliday in 1981 and is the CEO/Founder. Craig is a licensed Insurance producer and certified  Social Security Advisor (Social Security Optimax & NSSA), AHIP Certified for Medicare Health Plans and former Marketing Director of a large USA based Banking, Financial and Insurance Company. He is a professional keynote speaker/presenter with expertise in Social Security, Medicare Health Plans and retirement planning.

He is also a member of the Chamber of Commerce (since 2004), President of his HOA (18yrs.), former Executive Marketing Chairman for the Boys & Girls Clubs of America, served on the Senior Citizen advisory board for the City of Laguna Niguel and currently the Advisory Board Chairman for Precious Timber Investments.
CA Lic. #0I48609  |  TX Lic. #2231474 

Craig Colley Retirement Specialist

CLIENT TESTIMONIALS

retirement family

Great Retirement Plan!


“Craig, Thanks so much for all of your help. Since meeting you at your workshop we feel so much better about the future and our retirement. It’s lifted a heavy load off of our shoulders. Much appreciated and warm regards”.


Gracie S.

Monarch Beach, CA

Honest and Trustworthy!


“Craig is an honest and trustworthy professional, worthy of being the shepherd of your family's financial planning".


Dr. Mark M.
Laguna Niguel, CA

Easy Enrollment!



I contacted Craig to assist me in choosing a MAPD HMO Medicare Health Plan. We were able to review plans and benefits over the phone and an online ‘screen share’ meeting. After choosing and enrolling in a plan the Insurance card, booklet and info arrived in less than a week. I highly recommend Craig Colley to take care of your Medicare needs.


Micheal A.
Dana Point, CA

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