Our Services

In addition to comprehensive personal, family and business financial planning, COLUMBUS FINANCIAL GROUP offers access to a number of specific products and services which can implement recommendations made during the financial planning process. These specific items include:

• Investments including mutual funds, stocks, bonds, REITs, CD's, Limited Partnerships and variable & fixed annuitiy and insurance products.  
• Wealth Management & investment advisory services on a fee-only basis.   
• IRA's, IRA Rollovers, Stretch IRA's and Split IRA's..
• Retirement plans for businesses and their employees including Profit Sharing Plans, 401(k) Plans, Defined Benefit Plans, SEP Plans, SIMPLE Plans, Executive Deferred Compensation Plans and combination retirement plans geared to suit the specific needs of businesses both small and large.  
• Personal and business insurance products including traditional, fixed and variable life insurance, disabilty income insurance and long term care insurance.  
• Financial planning for the Professional Athlete, Professional Athlete To-Be and Retired Athlete.  
• Divorce Financial Planning and Analysis by consulting with individuals and couples, with or without legal counsel, needing assistance prior to, during and after the divorce process. 
• Family and Divorce Mediation Services to assist people during or after their divorce in resolving disputed issues and reaching mutual agreement.  
• Relationships with other professionals such as attorneys, accountants, health insurance brokers, and property & casualty insurance agents.