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


Risk Tolerance

Social Security




Course Corrections to Consider
Retirement planning course corrections to consider4It’s no secret that millions of Americans are approaching their retirement years with meager savings[...]
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?
Life insurance has several purposes. Its most important function is to replace the earnings that would cease at the death[...]


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

Bulldog Manner!

“Craig, Thank you so much for all you’ve done for me! I am so grateful! I know you did everything you could in your bulldog manner which I truly, truly appreciate and to think it all started by attending your workshop”.

Jean C.
Laguna Woods, 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

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

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retirement couple

We are a full-service, retirement planning company providing retirement and legacy concepts to families nearing or already enjoying retirement.

Our mission is to provide you with innovative financial strategies that may create financial clarity and improve your quality of life. Making strong commitments to you and building life-long relationships are tenets of our success.

After a thorough and careful financial discovery with you, we analyze your personal financial situation - income, expenses, liquidity needs, and retirement goals - and create a retirement plan that is unique to your situation.