Who we are.
Columbus Financial Partners was founded to provide clients the most personalized portfolio of financial solutions to help them achieve their dreams. You may dream of seeing your children graduate college, buying a second home, starting a business or being able to travel after retirement. Or perhaps your greatest desire is to make a difference to a favorite charity.
We work to help clients protect themselves, their families and their businesses from the unexpected turns that life often takes, and to help guide them toward a solid financial future. We want to help you work towards your goals by designing a financial strategy specific to your needs.
If we can be of assistance to you, your family or your business in helping to make any financial goal a reality, please contact us.
Newsletters
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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HOT TOPIC: Pandemic Relief Measures and Your Tax Return
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
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Putting Your Nest Egg in Three Baskets
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
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Business Cycle Basics: Recessions Begin and End Before We Know It
This article discusses how economists identify and measure economic contractions and compares some characteristics of past recessions.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.