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Columbia Benefits, LLC 1720 S. Bellaire St., Suite 410


Denver

,

CO

80222

Phone:

303-759-1100

Fax:

972-380-0097

E-mail:

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Flipbooks

You can review interesting Flipbooks on my site.

Contact Us

Please feel free to contact us with any questions.

Calculators

You can review interesting calculators on my site.

Flipbooks 2

You can review interesting Flipbooks on my site.

Contact Us 2

Please feel free to contact us with any questions.

Calculators 2

You can review interesting calculators on my site. 

Flipbooks 3

You can review interesting Flipbooks on my site.

Contact Us 3

Please feel free to contact us with any questions.

Calculators 3

You can review interesting calculators on my site.

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.

 

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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The standard monthly Part B premium is $185 in 2025, but income-based adjustments may apply.

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Shows how combining small-, mid- and large-cap funds enhances diversification.

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Explains why tariffs have shaken markets and long-term trends to consider.

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This calculator can help you determine whether you should consider converting to a Roth IRA.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estimate the future value of your current savings.

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