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(937) 938-9610

Value Statement

Financial Planning and Asset Managment - Columbia Financial provides comprehensive advice through a holistic approach to planning. Every client is unique, and as such Columbia Financial employs thorough fact-finding and meticulous research to arrive at the most appropriate and achievable plan of action for each individual, family, and business.

Areas of Focus

Individual Wealth Management

  • Comprehensive Financial Planning
  • Retirement Planning & Spending Strategies
  • Tax Planning Strategies
  • Personalized Asset Allocation and Monitoring

Estate Planning

  • Wealth Distribution Analysis
  • Estate Planning Strategies
  • Trust Creation (with client's attorney)

Business Continuation and Exit Strategies

  • Buy/Sell
  • Executive Benefits
  • Tax Planning (with client's CPA)

Estate Administration

  • Estate Tax Mitigation
  • Trust Funding and Asset Management
  • Distribution of Estate

Relationship to LPL

Columbia Financial is partnered with LPL Financial. This decision was made based on LPL's reputation and financial ability. Due to LPL's size and strength, CFI has access to a myriad of financial products and services to effectively meet client needs.