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Our Services

At Columbia Group Wealth Management, we provide expert assistance in the following areas. Please click here to schedule a complimentary meeting to learn more.

Investments

  • Bonds
  • Annuities
  • Common Stock
  • Mutual Funds
  • Rollover IRA's
  • Roth IRA's
  • ETF's
  • Alternative Investments
  • 529 College Savings Plans
  • Managed Portfolios

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Financial Advising

  • Wealth Accumulation
  • Retirement Income Plans
  • Risk Management Plans
  • Distribution Plans
  • Inheritance Plans
  • Money Management
  • Charitable Giving Strategies

Business Planning

  • Executive Compensation Plans
  • Key Employee Plans
  • Business Continuation Planning
  • Buy-Sell Plans
  • Group Life Insurance
  • Group Disability Insurance
  • Retirement Plans
    • Solo 401(k)’s
    • Traditional & ROTH 401(k)’s
    • Profit Sharing Plans
    • Defined Benefit Plans
    • Employee Stock Purchase
    • Deferred Compensation
    • SEP & SIMPLE IRA’s
    • 403(b)’s
  • Business Overhead Insurance