What We Offer
Our team is made up of experienced professionals in all aspects of financial, tax, investment and insurance needs. We offer our clients objective recommendations and strategies to help you plan for your short and long term financial goals.
PROTECTION
STRATEGIES
Cash Flow AnalysisDebt Management
Emergency Fund
Property and Casualty
Liability Insurance
Life Insurance
Disability Income Insurance
Long Term Care Insurance
BUSINESS
STRATEGIES
Employee BenefitsQualified Retirement Plans
Key Person Coverage
Risk Management
Tax Strategies
Succession Planning
Exit Strategies
WEALTH
ACCUMULATION
Retirement SavingsRetirement Income
Investment Management
Tax Management
Education Planning
LEGACY
STRATEGIES
Estate Document AnalysisEstate Tax Reduction
Trust Services
Special Care Planning
Charitable Giving Strategies
Who We Are
Continuum Planning Partners was formed by a group of financial planning professionals who wanted to focus on helping our clients reach their financial goals through a comprehensive financial planning process that is based on objective advice, not simply selling financial products. We have shown a commitment to providing top tier expertise to our clients.
What matters to us most is that we take pride in helping families, business owners, professionals and executives make informed decisions when it comes to being financially prepared for any event that life throws at you.
-Abby Spaulding, CFP®, Managing Partner