Products & Services
At Continuum Financial Group, we provide assistance in the following areas:
Financial Planning
- Corporate & Municipal Bonds
- Education IRAs
- U.S. Government & Agency Securities
- Comprehensive Fee-Only Financial Planning Services
- 403(b) Plan Design and Implementation
- Retirement Plan Design and Implementation
Investments
- 401(k) Plan Design and Implementation
- Common Stocks
- Section 529 College Plans
- U.S. Treasury Bills & Notes
- Exchange Traded Funds (ETFs)
- Mutual Funds
- Variable Annuities
- Commercial Paper
- REIT Investments
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Fixed Annuities
Retirement Planning
- Traditional IRAs
- Roth IRAs
- SEP IRAs
- SIMPLE IRAs
- 401K Plans
- Defined Benefit Plans
Portfolio Management
- Fee-Based Asset Management