How Can We Help

As a boutique financial services and employee benefits firm it’s important that who you are and what you do is a match to our expertise.

  • My business is a major source of my wealth
  • Income from $150,000 to $700,000
  • I am looking for cost and tax saving strategies
  • I have between 5 and 500 employees and revenue is between $5 to $50 million
  • I have an established and demanding career
  • I am accumulating wealth and require strategies to make my money work for me effectively
  • I earn an income of $100,000 to $500,000 and would like to reduce my taxes
  • I have investable assets of $100,000 to $2 million
  • I am currently retired or will retire within five years
  • I want my investments to last as long as I do
  • I want a professional managing my investments so I can relax and enjoy my retirement years
  • I have investable assets between $250,000 and $2 million
  • I value my employees
  • I would like to reduce in-house employee benefit administration
  • I am responsible for 5 to 500 employees
  • I am concerned about rising benefits costs

While being a business owner or executive/professional is what you do, and a retiree is where you are at; we recognize it’s about much more than that. It’s about what you value and how you approach your day-to-day life that matters most when it comes to your financial wellbeing.

Do You Value

Our Values?
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Because one size does not fit all, we tailor everything we do to your specific needs.

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Relationships matter to you, they matter to us. You’ll never feel like a number here.

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Multi Credentialed

Your life is multifaceted and so is our expertise, knowledge and experience.

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Team Of Experts

With a breadth and depth of knowledge you get answers without waiting.

We love to share! Below you’ll find tools and information you might find beneficial on your financial wellbeing journey. That being said, there’s no need to go it alone, we are here to help. So take a look, see what’s of interest, call us or send an e-mail and we’d be happy to share it and talk about it. Personal and professional – it’s a winning combination that keeps our clients referring people like you. That’s the Continuum II way.

Let Us Do The Work

With checklists and worksheets we’ve got you covered, ask us for any one of the following documents.

Budget Worksheet
Financial Planning Checklist
Personal Records Organizer