Together, We Can Create A Retirement You Can Look Forward To!
Retirement Planning is a major cornerstone of a person’s Financial Plan. We provide our clients with support and coaching to successfully bridge the gap between employment and retirement. We emphasize tax efficiencies through low fees, diversification, and low fund turnover in retirement plans to maximize the amount of money that you retain for you and your family during retirement.
Colomb Investment Management has years of experience helping clients maximize their social security benefits. We also coordinate those benefits with our clients’ other income sources to maximize control and flexibility for them during their golden years.
Our financial coaching increases the discipline required for successful long-term investing. As science and medicine continues to improve our lives, retirement is no longer estimated at 15 years. At Colomb Investment Management, we help you plan for the increased cost of living longer.
A solid Retirement Plan using Nobel Prize winning investment strategies and the behavioral discipline of Investment Coaching can provide an enjoyable abundant retirement.
Retirement Coaching
Financial Coaching like we provide increases the discipline required for successful long-term investing. The days of planning for a 15-year retirement are over thanks to scientific and medical innovations. People are living as many as 30 years after their employment ends. Many retirees require 90% of their previous income to enjoy their retirement partly because of increased cost of medical care and prescriptions.
A solid Retirement Plan coupled with Nobel prize winning investment strategies and the behavioral discipline of Investor Coaching are all part of an enjoyable abundant retirement.
Louisiana
3636 S. I-10 Service Rd. W., Suite 214
Metairie, LA 70001
Office: (504) 520-8050
Alabama
1040 Stanton Rd. Suite D
Daphne, AL 36526
Office: (251) 308-0838
Florida
2011 SE Twinbridge Circle
Ocala, FL 34471
Office: (352) 306-6155
Florida
14090 Metropolis Avenue, Suite 205
Fort Myers, FL 33912
Office: (239) 748-0555
New Jersey
8 Hillside Avenue
Montclair, NJ 07042
Office: (973) 415-8106
Arizona
6419 W. Honeysuckle Dr.
Phoenix, AZ 85083
Office: (251) 308-0838
California
11348 Fredcurt Ln.
Lakeside, CA 92040
Office: (619) 728-7720
Maryland
8207 Swamp Rose Place
Laurel, MD 20724
Office: (301) 671-1700
DISCLOSURE – Investment advisory services provided by Colomb Investment Management Company, LLC, a registered investment adviser. This website is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside. All content on this site is for information purposes only and should not be considered investment advice. Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness. Colomb Investment Management Company, LLC and its representatives do not provide tax or legal advice and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances. Privacy Policy | Fair Credit Reporting Act | ADV