Our Services
At Columbia 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
*Offered through Registered Representatives and Investment Adviser Representatives of Hornor, Townsend & Kent LLC.
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