Breathe Easy. You’re in very good hands.
Working with a premier, boutique, referral only financial services company like Continuum II means you can breathe easy. We specialize in working with business owners, professionals, executives and retirees with investable assets of $250,000+ and ensuring their Financial Planning, Investments and Insurance are all professionally and actively managed.
And if you’re a business leader, you’re in good company. No other firm is more trusted than Continuum II for Employee Benefits. Continuum II is a referral-only business, which means we only accept new clients through current clients or partner relationships. Typically, the referrals become new clients within 30 to 60 days. This approach allows Continuum II to maintain a very high level and quality of service, while also ensuring we are working with clients who are a great fit.
We help you achieve financial well-being today and tomorrow; working together towards making your dreams a reality and providing a transformative experience.
Our Core Values
Clarity • Simplicity • Wellbeing
What Makes Us Different
Our business and financial knowledge means we have the answers to your questions or know where to find them. We believe in transparency. No hidden fees or costs. We share the fee structure. We simplify the complex and handle all the details, so you don’t have to. Welcome to financial peace of mind.
The Benefits of Choosing Us
When you’re our client we deliver value in expected and unexpected ways. That’s why family and friends refer us. The Continuum II experience is unlike any other.
You have access to a team of experienced, multi-credentialed experts to answer your questions.
Enjoy proprietary reporting that’s easy to understand and helps you stay up-to-date.
You’re one of the family and your needs come first; always.
“Continuum II has a genuine concern for my well being, I find them easy to communicate with. I am kept up to date and my financial plan is on track.”T.M - June 2020