Business Owners



Creating Clarity
Our Process
How We've Helped
Clarity, Simplicity & Wellbeing
Our History
Our Team
In the Community
Success Stories
By Phone or in Person
About the Team
Peter Andreana
Stuart Small
Anita Fair
Lori Latvala
Taylor Gray
Laura Andreana
Lise Andreana
Thomas Sears
Community Involvement

Transparency, due diligence, and keeping your best interests in mind are important to the Continuum II team.

Our most significant product – indeed, the core of our business – is the creation, implementation and maintenance of your holistic financial plan, which includes both your personal and business goals.

We provide you with a Letter of Engagement, which clearly outlines the services you can expect from us. These services may include some or all of the following: 

• Through the Business Owner Wealth Continuum
™ process you will receive a complete and thorough analysis and recommendations for:
  • Shareholder agreements
  • Wills, both personal and corporate,
  • Construction of your unique business and personal organizational chart
  • Business Blueprint - A financial plan for the business owner
  • Income replacement in the event of death or disability of a partner
  • Key Man programs designed for retention
  • Employee Benefit analysis and review
  • Creditor protection strategies - for the business owner, suggesting a Holdco as an example
  • Enhanced Retirement Programs for Owners and Key employees
  • Coordination of your legal and accounting partners to align all parties to help you achieve your primary objectives in the most effective and efficient way
• Regular pre-determined reviews and plan management
  • Appointment reminders
  • Private Wealth Continuum Binder™ for important documents
  • Scheduled reporting (print or electronic; your preference)

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