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Columbia Benefits, LLC 1720 S. Bellaire St., Suite 410
Denver, CO 80222

Phone:

303-759-1100

Fax:

303-759-1104

E-mail:

Thank you for visiting Columbia Benefits, LLC.  The founder, Gary Davis, started in the financial services industry with State Mutual-The Denver Agency in 1982.  He specialized in the employee benefits area with an emphasis on retirement planning and investment management.  In 1996, Columbia Benefits was formed.  

It's our goal to help you accumulate, preserve and distribute wealth using the best systems, investment platforms, investment choices and                                                                                            financial service companies available.

Columbia Benefits, LLC is a state registered investment advisory firm, providing services to individuals, small business owners, practices and trusts.   We work in a team approach in conjunction with agents, attorneys, accountants, enrolled agents and CPAs to create a team of professionals focused on the client.

We hope to help you gain a better understanding and results of the financial benefits behind insurance, investing, retirement, estate planning, wealth management, wealth preservation and wealth distribution.

 

Explains benefits of employee-stock ownership plans for succession planning.

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Shows how high-income earners can create tax-free retirement income via workplace plans.

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Describes convertible bonds and their balance of stability and upside.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Use this calculator to estimate how much income and savings you may need in retirement.

How much would your monthly lease payment be?

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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