Welcome to Columbia Associates Financial Group Inc.
Columbia Associates Financial Group Inc. is a firm that specializes in comprehensive Wealth Management for individuals and business owners. We are dedicated to being the most trusted financial firm in our community. Our work with individuals encompasses investment management, estate planning, retirement planning, as well as personal risk management. For business owners and executives we provide tax-advantaged financial concepts that may turn potential problems into opportunities and solutions.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 3608965757 . We look forward to hearing from you.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
When considering life insurance, it's important to understand your options.
Knowing the rules may help you decide when to start benefits.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Military families face unique challenges, making personal finance even more critical.
This worksheet can help you estimate the costs of a four-year college program.
Here's a breakdown of how the federal government spends your tax money.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How does your ideal retirement differ from reality, and what can we do to better align the two?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.