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

Phone:

303-759-1100

Fax:

303-759-1104

E-mail:

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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Shows how high-income earners can create tax-free retirement income via workplace plans.

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Describes financial burdens associated with end-of-life care and funerals.

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Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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

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