FINANCIAL PLANNING
Who is Columbus Wealth
Company Profile
Mission
To transform how individuals, families, and businesses across southern Indiana view money and its place in planning for today, tomorrow, and years to come.
Vision
- Have an open mind around concepts we bring to the table.
- Hold a passion in your heart to be better tomorrow than you were today.
Core Values
Continuous Learning
Family
Integrity
Excellence
Client Trust
Team work
Our Team
Jacob Martin
About Jacob Martin In one or two sentences, who is Jacob Martin? “The struggle ought not to deter us from the support of a cause
Our Services
Investments
Grow Your Wealth
- Retirement Planning
- Helping you get the most out of Workplace Benefits
- ROTH IRA vs IRA
Insurance
Protect Yourself
- Life Insurance
- Disability Income
- Long Term Care
Business Planning
Empower
- Succession Planning
- Key Employees
- Retirement Plan Group Benefits
- Bonus/Benefits
- Employee Education
Work Site Benefits
Enhance
- Employee Education
- Lunch and Learns
- Executive Benefits
- Voluntary Group Benefits
JumpStart
Teaching the basics of what life throws at us.
Numbers Speak
1
Clients
1
Yrs
In Business
$
1
+
Donated to various local organizations
