Alice A Wheeler Fiduciary Support Services, 19093 Beavercreek Rd, Ste 346, Oregon City, OR 97045, US

Columbia Benefit Consulting was created to provide plan design, implementation, and participant services for all types of qualified and non-qualified retirement plans.Experience and a commitment to ongoing service set us apart as we provide careful individual attention to owners and employees, guiding them through the investment selection procedure and comprehensive retirement planning process.Through an association with KMS Financial Services Inc, each participant has access to financial planning assistance.Investment regulations including SEC and FINRA registration requirements limit the dissemination of information on investments and services. Therefore, access to this site is intended for and limited to individuals residing in states in which representatives of Columbia Benefit Consulting, Inc are FINRA and/or SEC Registered or exempt. Dan Prentice is a Registered Representative and Investment Advisor Representative of KMS Financial Services, Inc, a FINRA member firm securities licensed in all 50 states.This office, through Dan Prentice, is registered for securities business with residents of: OR, WA, and CA. Likewise, fee-based advisory services are available to the residents of: OR, and WA. By proceeding further you acknowledge that you have read the disclosures above and that you are a resident in a state in which we are registered to conduct business.