Business Description
The Columbus Financial Group, Inc. provides comprehensive strategies that will help you protect and retain the wealth that you have worked to create. Using verifiable economic strategies we will show you how to create more wealth and spendable income in retirement.
General Information Gender:    Male CRD#:    01744328 Firm CRD#:    46173 Name of Broker/Dealer:    Park Avenue Securities States Licensed in:    OH,AL,CA,FL,KY,NC,NJ,NV,TX,WV Years of Experience in Financial Services:    25 Number of Years with Current Firm:    14 Work Experience:    A successful financial strategy is built upon the foundation of maximizing protection while preserving and protecting wealth. Developing an accumulation and distribution plan requires the consideration of many factors, some of which are inflation, income taxes and technological advances. We have no control over these factors, but they are a reality nonetheless. Through the use of macroeconomics we guide you through a process that will help you make informed financial decisions based upon verifiable fact, not opinion. Your entire financial life is viewed on The Living Balance Sheet ®. This process uncovers any inefficiency in your current plan. Options are presented to help make your plan more efficient and effective. Our goal is to help our clients achieve their dreams through a strong financial program. I work with the following types of clients:    Businesses, Affluent Investors, Individual Investors
Services Investment Types:    Insurance, Annuities, Exchange Traded Funds (ETFs), Mutual Funds, Managed Money, Alternative Investments
Qualifications & Memberships Securities Licenses:    Series 63, Series 6 Insurance and Annuity Licenses:    Disability, Annuity, Variable Life, Long Term Care, Variable Annuity, Life, Health Financial Organization Memberships:    National Association of Insurance and Financial Advisors (NAIFA), Society of Financial Services Professionals Non-Financial Organization Memberships:    Member of The Lewis Center-Polaris Rotary Member of the Delaware Bible Church Choir Director at Delaware Bible Church Home group leader
Firm Information Number of Advisors in Office:    10 - 99 employees I work with clients as part of a team:    Yes Firm's Number of Clients:    7000
Compliance Registered Representative:    Yes Investment Advisor Representative:    Yes Compliance Disclosures in Last 5 years:    I have a clean record Criminal Disclosures in Last 5 years:    I have a clean record
Compensation & Fees Fee Structure:    I am a commission only financial professional Minimum Portfolio Size for New Managed Accounts:    $50000 Compensation Methods:    Commissions, Based on Assets
Prepared By:	Robert H. Johnson III

Frequently Asked Questions

Q.	What services do you provide? What are your specialties?

Q.	What is your experience? How many clients do you currently manage?

Q.	What financial institution(s) do you represent?

Q.	How do you charge for your services?

Q.	Do you provide a free initial consultation?

Q.	Why should I choose you as my financial advisor?

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Q.	What services do you provide? What are your specialties?
We provide comprehensive protection planning, accumulation planning, retirement income planning, and estate planning.

Q.	What is your experience? How many clients do you currently manage?
I have twenty six years experience. I currently manage, with the help of our firm's staff, over 500 clients.

Q.	What financial institution(s) do you represent?
My broker dealer is Park Avenue Securities, 7 Hanover Square, New York, NY 10007

Q.	How do you charge for your services?
Depending upon the client we offer mananged money accounts or we are paid via commissions.

Q.	Do you provide a free initial consultation?
Yes, we provide free initial consultations.

Q.	Why should I choose you as my financial advisor?
The service and support we provide is exceptional. Most important is integrity and honesty. Our firm has individual specialists who are experts in various disciplines. One person cannot have all of the answers. Our recommendations work together to provide a macroeconomic solution to achieve your desired result.