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)
