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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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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

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HOT TOPIC: Dreaming of Retirement? Consider Maxing Out Your 401(k) in 2025

Details 401(k) contribution and catch-up limits for maximizing savings.

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What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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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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Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Tax-Deferred Savings

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

Car Affordability

How much can you afford to pay for a car?

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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