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Bellaire Street, Suite 4. (800) 875-23. Investment, Estate.

Columbia Benefits, LLC

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

Phone:

303-759-1100

Fax:

303-759-1104

E-mail:

Model houses, keys, and financial documents

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.

Click Here to view our Suggested Reading

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Could Employee Ownership Be Part of Your Succession Plan?

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

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Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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Understanding the No Tax on Tips Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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Taxable Equivalent Yield

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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