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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.

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What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

All Muni Bonds Are Not Created Equal

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When Does Your Personal Car Become a Commercial Vehicle?

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Rebalancing Your Portfolio

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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5 Smart Investing Strategies

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

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There are a number of ways to withdraw money from a qualified retirement plan.

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Investment Strategies for Retirement

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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When should you take your Social Security benefit?

It Was the Best of Times, It Was the Worst of Times

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Charitable Giving: Smart from the Heart

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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.

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