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.
Securities and advisory services offered, in states where licensed, through KMS Financial Services, Inc. Member FINRA/SIPC and an SEC registered investment advisor
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