Biography

 

Columbus Financial Partners was founded to provide our clients with the most personalized suite of financial solutions for their specific needs.   We have developed our practice to leverage our insurance and investment knowledge, in conjunction with each individual tax, legal, property and casualty, and mortgage professional.  It is this unique approach of addressing as a team, the goals of our clients' that separates us from other financial service firms.  We, through our Strategic Alliance Partners, can provide access to some of the finest professionals in these related areas.  We encourage you to take a tour of our web site and explore the many services we can provide.        

Our Mission

To provide wealth creation and preservation strategies for our clients, using a unique, team-based financial planning process that delivers a level of service that may exceed our clients' expectations.

 

Vision

In order to accomplish our mission and long-term goals, we are committed to:

  • Personalized Financial Planning as our primary method of doing business with our clients
  • Building an efficient organization through sound practice, time, and financial management
  • Dedication to our industry, communities and families
  • Building lasting Strategic Alliances with other professionals in order to provide our clients' with strong value-added benefits
  • The continuous pursuit of knowledge and education as the basis of our planners' professional development and service to their clients.
  • Unquestioned Integrity and Ethical standards in all relationships