We have enjoyed attending Collier seminars for over 30 years. Brandon’s advice and services have been incredibly valuable in many ways, from retirement planning and transitions to practice management. A nice bonus is that the seminars are always lots of fun and in fantastic locations! Thanks again Brandon!
Douglas Schmitt DDS
I love the way Brandon presents. It's like a friend sharing information with a friend. His handouts are extremely useful, and the seminar resorts and rooms are fantastic.
Brian Kinsey DMD
I can’t say enough about Collier & Associates seminars. Whether they are about tax strategies, retirement planning or practice transitions they have been an excellent investment in my practice. At our annual Caribbean meetings, Brandon always updates us on the newest changes in the tax codes and provides advice on how to favorably implement the new laws. Our daughter, who is transitioning into the practice, is part of the next generation learning from Brandon. We have enjoyed the seminars and the friendships we have made. Thank you, Collier & Associates!
Dennis G. Coyle D.M.D., F.A.G.D.
Basking Ridge, NJ
I highly recommend Brandon Collier as the economic advisor for our dental practice. Brandon has provided us with expert advice and guidance on everything from budgeting and forecasting to tax planning and investment strategies.
From the early growing pains of starting a dental practice 20 years ago through the Great Financial Crisis and a global pandemic, Brandon has always been there to guide us. Brandon's knowledge is comprehensive and he has always been the greatest resource for my dental practice.
Dr. W Gregory Rose
I started many years ago with Harvey Sarner. Over the years, I have attended several seminars, bought companies that I understood, with management I respected, and held them forever. I have raised four children, all who are doing well, having continued down the same path. I looked for advice for my practice transition and have enjoyed reading the newsletters as they arrived. My retirement is very comfortable, and you get credit.
Dr. Gregory Custer
This class is a must for any doctor looking to improve their overall financial understanding. I highly recommend using the information given to better your financial goals. I wish I would have had all this knowledge earlier in my career!
Dr. John Fonseca
Santa Fe, NM
The Banff course was a perfect location with great information on just about anything financial you had questions about. Loved it! Brandon is a wealth of information and great at engaging the audience.
Dr. Nooshin Noghreian
Excellent courses that C&A puts on and I recommend every dentist participate in these to improve their practice and develop a long-term investment strategy. These courses take place in beautiful vacation locations.
Dr. Robert Fox
No matter where you are in your professional practice management career, Brandon Collier's advice will improve your life.
- Attend his course.
- Do what he says (the hard part).
- Live your best life.
- Repeat 1-3 every year.
Dr. Cynthia Bonafield
I would like to share my experience with Collier and Associates to help anyone that is starting a retirement plan or already has one established with an active manager. We had signed up with an investment management advisor and started a 401(k) and Defined Benefit plan, contributing aggressively for the next 8-9 years. The last few years, something didn’t seem right. I was also investing personally in the S&P 500 and my funds were outperforming the managed funds, without paying a management fee.
I called and requested to have a consultation with Brandon Collier since I had always subscribed to his Newsletters and was attracted to the practical advice. He reviewed my entire portfolio and calmly suggested that I leave the management firm, sell many of the poorly invested funds and manage it myself. This seemed to be more than I expected as I explained to him that I didn’t have the time or experience to do that. He suggested making it easy and putting the majority of the funds into the S&P. I took his advice and now realize it was the best decision I could have made.
I now realize that so much money was lost from underperforming funds and wasted on management fees. Meanwhile, the manager continued to get its cut despite doing a sub-par job. Since I have left this group, my portfolio has grown at a rate that it never experienced before. Every year I speak with the plan administrator, and he tells me the same thing every time. My portfolio is doing better than most of the actively managed plans they administer. Don’t fall into the trap of feeling that you need a manager for your retirement plan, and thank you Brandon for your prudent advice and honesty!
Dr. Alan Ossi
Brandon does a remarkable job breaking down complex issues into straightforward packets of actionable information. Even after almost 30 years of newsletter subscriptions, I gained valuable information at this seminar. Banff is a beautiful place. We had a wonderful experience.
Dr. Anthony DiNapoli
After practicing many years, if asked, the single best piece of advice I would give a young dentist is to subscribe to the Collier and Associates Newsletter. I would read each and every edition and I would follow its relevant, sound and down-to-earth advice. It perfectly balances practice administration, taxes and the professionalism with life and
Steven J. Kend, DDS, Inc.
Collier and Associates have been a part of my practice management since I became an associate in 1988 and then as a practice owner a few years later.
Timely advice from their newsletters and seminars, great locations for their seminars and lifelong friendships that have been established at the meetings are but a few of the many benefits my wife and I have received over the years.
No matter where you are in your dental career, I highly recommend the services of Brandon Collier and his Associates.
Stephen M. Joseph DDS
The Greatest Asset Available to Any New Dentist
If I were to retire today, I could spend $25,000 per month for the rest of my life. In addition, my wife of 11 years has accumulated a net worth of well over $1,000,000. Thank you Collier and Associates. Our six children (all major university graduates) and 12 grandchildren have all the college cost paid. They all thank you Mr. Collier. We also have a lavish home in Florida, a waterfront condo on Clearwater Beach, and the opportunity to travel to the finest vacation resorts available across the Western hemisphere on your continuing education seminars.
I started with Harvey Sarner in 1972 when I was in dental school and have been a client of yours my entire professional career. You incorporated my practice way back when.
The greatest asset one could obtain from Brandon Collier, is not just his current resume but his source of history —his 46-year source of what works and what doesn’t, yet modernized to today’s current economy, taxes, and practice management. It’s like having a “test file” of every past examination of every professor you have ever had in dental school. It might not give an absolute assurance of an “A” but it sure does guarantee that you will pass, and ultimately have success in your profession.
This testimonial is not about me. This testimonial bears witness to the fact that an average (just a medium size Pedo practice) combined with a hard work ethic, and imbued with a financial philosophy and legal advice based on common sense can make the dreams of a ghetto boy from West Indianapolis, come true.
Success is when modern day professional models meet historically based evidence.
Richard W. Blake, DDS, PA
We are writing to tell you how much we appreciate and enjoy The C & A Newsletter. We have been very fortunate to learn from three generations of editors: beginning with Harvey Sarner, then Richard Collier, and now Brandon Collier. The wealth of information in the monthly newsletters has kept our office up to date on current business, new tax laws, and practice management for forty years. Thank you!
Philip K. Arnold, DDS, MS, PC
I have used Collier and Associates services from the beginning of my career as an associate until now as a practice owner. They offer a wide range of services from practice valuation and transition to investment advice for retirement planning, all of which they have helped me with. I find the newsletters very insightful to stay up-to-date on various topics that are important to know. I also enjoyed attending one of the seminars where I gained valuable information to implement right away. Thanks to Brandon and Collier’s team of experts, I am more confident running the business side of my practice!
Nellie Kim-Weroha, DDS
I have subscribed to the Collier newsletter for the past 10 years and have received valuable tax savings and
retirement plan suggestions that have truly changed my life. I really enjoy attending the Collier C.E. courses which are held in beautiful locations and are tax deductible. My most recent Collier course in Costa Rica was fantastic and truly educational.
Michael J. Kehoe, DDS
I have attended multiple seminars hosted by Collier and Associates, utilized Brandon for a practice purchase and been an avid reader of their newsletter for over a decade. I would highly recommend to any doctor, at any stage of their career, to take advantage of the guidance, information and services that they provide, you will be very happy that you did. I cannot thank Brandon and his team enough for helping me navigate through the business aspect of dentistry and prepare for life after practice.
Matthew S. Thurnberg, DDS
Palos Verdes Estates, CA
As a practice owner and mom of 4 young kids, great financial advice is extremely important to me. I love receiving the newsletter and getting new ideas in a clear, succinct way.
My family’s financial future is very important to me. I feel that Brandon Collier and his team present sound tax and practice planning advice that is especially relevant for women in dentistry.
I’ve been to many financial planning seminars where I felt like I was just a “spouse” and the presenter missed the opportunity to reach the whole audience. Perhaps because Brandon is young, or just enlightened, he talks to EVERYONE in the room and understands that many women in today’s practices ARE the financial decision makers for their families. I thoroughly enjoyed the last two seminars and am planning on attending more in the future!
With Collier and Associates, you can gain the financial knowledge you need to run a successful, independent practice. During the seminars I learned about tax and practice planning strategies that I put into place immediately on Monday morning. Practical, interesting and relevant advice in great locations – Collier and Associates has it all!
Mandy Ashley DMD, MsEd, MS
SKY Pediatric Dentistry
Bowling Green, KY
My family and I have loved Costa Rica, Banff and especially the ski seminars. We have always gained valuable advice, found the upscale hotel rates a great value, and had terrific vacations. We look forward to learning and traveling with Collier & Associates every year.
Mark Diamond, MD
I have enjoyed Mr. Collier's newsletter for 10 years now and have attended multiple seminars. I always find he distills the ever-changing complexities of running a practice into concise and applicable directives that not only make my business more successful, but also give me peace of mind in my personal life as well.
Katherine C. Hill, D.M.D.
Hill Dentistry LTD
Every time we meet new dental graduates we always recommend that they attend one of Brandon’s courses and tell them you just can’t afford not to. Since we attended our first week in St. Thomas in 2009 we have only missed one, and that was for health reasons. Dental school prepares you for the clinical side of dentistry, Brandon’s courses help you through everything else; Human resources, retirement plans, marketing, tax planning, transitions, partnerships, contracts and so much more.
Around The Mountain Pediatric Dentistry
The Collier and Associates team has provided us with practice and estate management expertise for over 30 years. Brandon is a skilled speaker and trusted advisor, dedicated to making a difference in the lives of his clients. The newsletter is full of valuable information, but we especially enjoy attending seminars in wonderful locations with other professionals, many of whom are now cherished friends. We highly recommend the guidance Brandon offers and truly appreciate the great fun we have while learning.
Terry L. Davidson, DDS, PA
Collier and Associates are a must for any practice. I've used Brandon’s services throughout my entire career. By following his advice and going to his seminars, I have thrived and felt comfortable with the direction of my office and now offices. His office is very accommodating and professional. They do a great job with our retirement plans and other contractual paperwork. I attend at least one seminar per year and sometimes two. The investment seminar is a must if you control your retirement plans and want to control your own investments. The practice management courses are very helpful and usually pay for themselves after implementing a few ideas from these courses. The attendees at all the courses have the same mindset and like to share their experiences. You’ll meet other doctors of all ages who have been in the same situation you are in now and are happy to lend their advice. And as the years progress you’ll be happy to share advice with the junior attendees. The contents of the seminars are invaluable and the locations are highly desirable as well. Collier and Associates are the best!
Gregory K. Rabitz, DDS,
A Professional Corp
Los Gatos, CA
We have been attending these meetings for over 30 years. It started with Mr. Harvey Sarner and then with your father, Mr. Richard Collier and now, or course, with you Brandon. The information I have received has made a tremendous difference in my life and my family’s. I would never have experienced the financial well-being without your recommendations and advice and I’m still picking up pearls of information from you. This information has been the biggest benefit to me in my practice and career. The only mistake I made was when I didn’t follow advice.
There is no doctor who won’t achieve fabulous goals if they follow the information at the meetings plus you get a fantastic vacation as an extra. We now go for 2 weeks and decided we want all of our children to benefit the same way that we did, so we are taking our married children and spouses with us to the meetings so they can benefit and the earlier the better.
Thank you. It is and has been terrific.
Dr. Greg & Kathy Dvorak
New Prague, MN
I try to go to as many seminars as Collier and Associates offer throughout the year. No matter what I always learn something new. Not only is Brandon very helpful but it is also great seeing familiar faces at every event. Through these seminars I have been able to gain valuable knowledge but also lasting friendships.
Dr. Elizabeth Pajak, LTD & Associates
Brandon’s tax conference at the Porsche driving school was a fantastic experience! The driving school was a blast and Brandon had a lot of actionable advice that I was able to apply to my medical practice and personal finances. I have been subscribing to the Newsletter now for five years. Every issue contains at least a couple items that impact me directly. It’s a one of a kind product and totally unbiased. I buy gift subscriptions for my top referring doctors and they tell me it’s the best gift they get.
Chun Chen, M.D.
I have been a client of Collier & Associates for about 35 years, as a Pediatric Dentist. The many terrific seminars that my wife and I attended over the years helped us to obtain financial independence along with taking many great trips and making good friends at the same time. Collier & Associates also helped me in transitioning my practice to my son when I was ready to retire. Brandon and my son skied together at seminars when they were about 10 years old, and now Brandon is working closely with my son in growing his practice. Thanks to Collier & Associates I am retired for the past 12 years, and am now volunteering as a Caring Clown with my Therapy Dog for sick children in hospitals. The seminars changed my life and I’m very grateful to have worked with Collier & Associates all these years.
Art Rabitz, DDS
Los Gatos, CA