Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

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