Columbia Financial Planning, LLC

Please Note: I am no longer taking new clients.  I am in the process of retiring.

I'm only servicing current clients.

Columbia Financial Planning LLC offers Financial Planning based on an hourly fee.

Services offered include:
Investment Analysis and Review
Tax Planning Review relating to Financial Planning
Social Security Maximization Analysis
Tax Efficient Retirement Withdrawals
Determining if you are track to retire 
Determining how much you can draw at retirement for the rest of your life
Tax Diversification of Retirement Funds 
Thinking about life goals in relation to financial goals
College Planning, 529 Plans, WA State GET Program
Trusts, Estates, Inheritances
Medical Costs in Retirement, COBRA, Medicare
Roth Conversions, Back Door Roth Strategy
Financial Planning for Business Owners
Business Owners Retirement Plans
401k, 403b, 457, Thrift Savings Programs, SEP's
IRA's, Roth IRA's, Non Deductible IRA's  
Advising on Employee Benefit Programs
Stock Options, Stock Grants, Company Securities
Non Qualified Deferred Compensation
Supplemental Special Pension Benefits
Advising Senior Executives Public/Private Corporations
Real Estate Analysis Investment Rentals, Commercial
Divorced and Widowed Women

Advisors at this Office


This Office

8 Columbia KY I 405 and I 90 Bellevue, WA 98006-1008 Phone: (425) 943-0001

Primary Office

8 Columbia KY I 405 and I 90 Bellevue, WA 98006-1008 Phone: (425) 943-0001