We take your interest in understanding how to potentially increase your Social Security benefit, finding the optimal Medicare supplement, Long Term Care and retirement plan very seriously.
Our goal is to earn your trust and become your partner for life.

Most people are unaware of the different options available whether you are single, married, divorced or widowed. Our One on One Free Consultation will help you determine your best course of action.

Book an appointment using SetMore

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Create an appointment online or call OFFICE: (949) 495-2016 or MOBILE/ TEXT: (949) 216-8459.

A note from Craig Colley
Owner /Founder of Coliday

I am now offering Free One on One Consultations due to time constraints, confidentiality and privacy concerns during my Educational Workshops. Get answers whether you attend a workshop or not.

Offering a variety of topics:

Book an appointment using SetMore

We help make sure your personal finances and retirement plans are continuing to work when you’re not.

Free review of your portfolio

The fine print.

 

Free consultation addressing your concerns and financial goals

The finer print.

 

Free concepts with conclusions and planning options

The final print.

 

Meet with a Professional Advisor

We’ll lend a helping hand

We will assist you in every way to prepare for the changes life can bring and help take the guesswork out of planning your financial future.

Private Client Service

Our Private Client Service offers unique features
and useful benefits designed to embrace everything
about you, your goals and your needs.

We’re Members of the Community

When you work with a Coliday Financial Professional, you’ll benefit from our strong and active role in the local community.

Please contact us for a FREE One on One Consultation.

Call or Click to set up an office,  home or business appointment.

CALL: (949) 495-2016             CLICK (here)

Products & Services

Term Life

Meet your life insurance needs at an affordable price.

  • Death Benefit
  • Affordable Coverage
  • Convert Your Policy

Whole Life

Help meet your financial goals and protect your family’s future.

  • Death Benefit
  • Build Cash Value
  • Opportunity to Earn Dividends

Universal Life

Life Insurance through optional guarantees and flexible premiums.

  • Death Benefit
  • Flexible Premiums
  • Build Account Value

Guaranteed Issue Life

Help your loved ones pay for final expense costs.

  • Affordable Coverage
  • Guaranteed Acceptance
  • Death Benefit

Annuities

Annuities can be a paramount way to save for retirement. Annuities may help your savings grow faster. Each type of annuity has advantages and drawbacks that you should consider carefully before deciding whether an annuity is right for you. Annuities can also provide guaranteed lifetime income.

Long Term Care

Long term care (LTC) can be expensive, and costs generally continue to rise. To receive the quality of care you want in the setting of your choice, putting a plan in place early in life is essential. In order to match your needs and budget you may choose from traditional LTC insurance, life insurance with an LTC component, or some combination of both.

Alternative Financial Strategies

We personalize global alternative financial strategies that are tailored to the accumulation and protection of wealth.

  • Agricultural Hard Assets
  • Timber
  • Coconuts

Business Services

We offer a variety of  B2B & B2C business services.

  • Document and media backups & duplication
  • Complete line of web services
  • Computer backup cloud services
  • Memorial service presentation media & support
  • A/V rentals