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16508 Southeast 24th Street
Suite 201
Vancouver, WA 98684
Office: (360) 896-5757
Fax: (360) 896-6070

10200 Southwest Greenburg Road
Suite 300
Portland, OR 97223
Office: (503) 208-7440
Fax: (888) 597-1395

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.

Helpful Content

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

 

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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