Continuum Financial Group

Our Approach

Vision

Continuum Financial Group, provides personalized advice to help our clients manifest their vision. Our influence can be life changing.

Mission

We work as a team to listen and understand our clients’ needs and desires. We take time to engage our clients in a process of understanding where they are now and work with them to make changes as necessary to help them get to where they want to be. We are diligent in utilizing research and technology to evaluate and educate our clients to keep them on track.

More...

Background and qualification information is available at FINRA's BrokerCheck website


Client Satisfaction 4.8 out of 5 rating based on 30 reviews 96.00

 
 

Retirement discovery

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement InteractiveSM tool, where I encourage you to explore the “View Retirement Challenges”section. It will let you delve into important issues that could potentially affect your retirement income.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

More...

 

Files for Download

 
 

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

Close

view commentary  

Sleep Better

How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)