Services

Columbia Benefit Consulting offers a comprehensive array of services that will help you plan and invest knowledgeably.

• Enrollment seminars for eligible participants.
• Individual investment consultations to help participants select the appropriate asset allocation model suitable for their risk tolerance.
• Individual retirement planning.
• Individual financial planning consultations for the participant and spouse.
• Executive Benefit Planning Service for owners and key employees who wish to contribute funds toward retirement in excess of plan limitations.
• Topical seminars; regularly scheduled, or as needed.
• Business Succession Planning.
• Group Health Insurance Plans.
• College Savings Plans.
• Estate Planning Service.