Columbia Benefit Consulting
Your Open Door to Informed Financial Services
Columbia Benefit Consulting was created to provide design, implementation, and participant services for all types of qualified and non-qualified retirement plans. As volatile markets continue to shift, alternative investments have become critically important to any portfolio. Experience and a commitment to ongoing service set us apart as we provide careful, individual attention to owners and employees, guiding them through the investment selection procedure and comprehensive retirement planning process. We are dedicated to meeting your retirement income needs in a new and uncertain economy.
Through an association with KMS Financial Services Inc, each participant has access to financial planning assistance.
Investment regulations including SEC and FINRA registration requirements limit the dissemination of information on investments and services. Therefore, access to this site is intended for and limited to individuals residing in states in which representatives of Columbia Benefit Consulting, Inc. are FINRA and/or SEC Registered or exempt. Dan Prentice is a Registered Representative and Investment Advisor Representative of KMS Financial Services, Inc., member FINRA, SIPC and an SEC registered investment advisor licensed in all 50 states. (See http://brokercheck.finra.org.)
This office, through Dan Prentice, is registered for securities business with residents of: OR, WA, and CA. Likewise, fee-based advisory services are available to the residents of: OR, and WA. By proceeding further you acknowledge that you have read the disclosures above and that you are a resident in a state in which we are registered to conduct business.
Experience and Integrity.
Informed advisory services for you and your employees.
"Each of us prospers by serving others with excellence."