wiseradvisor

Robert H.  Johnson III CLU
Columbus Financial Group, Inc.

Tel: (614) 7855100x202
8425 Pulsar Place
Suite 450
Columbus, OH 43240

Helping people achieve financial balance.

Columbus Financial Group, Inc. | Financial Advisor in Columbus ,OH

About Columbus Financial Group, Inc.

The Columbus Financial Group, Inc. provides a macroeconomic approach and strategies which enables our clients maintain and enjoy more wealth, more protection,with less risk and no additional out of pocket cash flow. We use verifiable economic principles and strategies to create more spendable income in retirement.


General Information

Firm Start Year:   1984
No.of Employees:   20-49
Name of Broker/Dealer:   Park Avenue Securities
States Licensed in:   OH,AL,CA,FL,KY,NC,NJ,NV,TX,WV
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:   Individual Investors, Businesses, Affluent Investors


Services

Investment Types:   Managed Money, Mutual Funds, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments
I can meet clients in the following ways:   Via email, Via phone, At your home, At my office, At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Annuity, Disability, Variable Life, Long Term Care, Annuity, Health, Life
Financial Organization Memberships:   Society of Financial Services Professionals, National Association of Insurance and Financial Advisors (NAIFA)
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

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 and Fees

Fee Structure:   Commissions Only
Minimum Portfolio Size for New Managed Accounts:   $50000
Compensation Methods:   Based on Assets, Commissions



Faqs

  • Do you have a customer satisfaction or refund policy? No
  • What are your qualifications? What is your education background? I have 30 years experience. I have a CLU designation.
  • What is your approach to financial planning? We educate clients to the risks and threats to their money then develop a plan that matches their comfort level.
  • What services do you offer? Retirement income planning, wealth accumulation, legacy planning, business planning including pensions and succession planning.
  • How many clients do you currently manage? 400+ with help from our service staff and joint planning with associates.
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Disclaimer

Robert H. Johnson III is a registered representative and offers securities products and services through Park Ave. Securities, LLC, 7 Hanover Square, New York, NY 10003. The Columbus Financial Group, Inc. is not an affiliate or subsidiary of Park Ave. Securities

Robert H.  Johnson III CLU

Robert H.  Johnson III CLU

CLU®

My Services

Financial Advice & Consulting

We use a team approach and innovative tools through a strategic planning methodology to guide inviduals, families, and business owners toward financial balance by helping them create, maintain, and enjoy more wealth, more protection, with less risk. We provide, at no cost, an invidiual Living Balance Sheet financial website which enables us to provide our clients with a macroeconomic approach to navigate financial decisions with confidence.

My Team

Christopher  Rohan
Christopher Rohan CFP, CLU
Graduated in 2008 from Ohio University with a finance major. Started with The Columbus Financial Group October 2008. Investment specialist with The Columbus Financial Group. Designations: Certified Finanancial Planner and Chartered Life Underwriter.

Office Hours

wiseradvisor-balck-li-img Mon. 7:30 AM - 4:30 PM
wiseradvisor-balck-li-img Tue. 7:30 AM - 5:30 PM
wiseradvisor-balck-li-img Wed. 7:30 AM - 5:30 PM
wiseradvisor-balck-li-img Thu. 7:30 AM - 5:30 PM
wiseradvisor-balck-li-img Fri. 7:30 AM - 4:00 PM

News & Events


What's your retirement income plan?
When: 05/15/2014 07:00 |
Location: J. Liu Restaurant 6880 N.High St. Worthington, OH

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