William J Erdle Compensation

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.

Segal Sibson Consulting is a leading investment consultancy based in Clackamas, OR, offering tailored investment consulting services to help investors achieve their financial goals. With a team of experienced professionals and a deep bench of talent, they provide unbiased advice and guidance to craft comprehensive investment strategies or review and optimize existing ones. Backed by extensive research and proprietary insights, Segal Sibson Consulting equips clients with the knowledge and analysis needed to make informed investment decisions in today's complex markets. Their expertise spans various industries, including multiemployer, public sector, corporate, financial intermediaries, and nonprofit organizations, ensuring personalized solutions for diverse clients. With a track record of success and over $500 billion in advisory assets, Segal Sibson Consulting is committed to helping clients achieve their investment objectives.Generated from the website