Our Services

In addition to comprehensive 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 annuitiy and insurance products. Investment advisory services including asset management, IRA's, IRA Rollovers, Stretch IRA's, Split IRA's and managed money accounts on a fee-only basis. 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 a business. Personal and business insurance products including traditional 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 and casualty insurance agents.