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.
|Firm Start Year:||1984|
|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|
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|
|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's Number of Clients:||7000|
|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|
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
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.
Christopher Rohan CFP, CLU
|Mon.||7:30 AM - 4:30 PM|
|Tue.||7:30 AM - 5:30 PM|
|Wed.||7:30 AM - 5:30 PM|
|Thu.||7:30 AM - 5:30 PM|
|Fri.||7:30 AM - 4:00 PM|
What's your retirement income plan?
When: 05/15/2014 07:00 |
Location: J. Liu Restaurant 6880 N.High St. Worthington, OH