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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.
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:
• Financial planning, including
- Conservative planning based rate of return and inflation assumptions
- Budgeting
- Debt management
- Net worth projections
- Estate solutions
- Gifts to children and grandchildren
- Will reviews
• Retirement planning, including
- Sources of income
- Review government and employer pensions
- Providing pension analysis and tips for maximization
- Analysis of employer Health & Dental benefits
- Analysis & recommendation for funding a second home, cottage, RV or dream holiday
• Investment planning, including
- Portfolio analysis and recommendations
- Product allocation; how to best access income sources during retirement
- Recommendation for timing and source of income stream
• Insurance analysis, including
- Charitable/Planned giving options and plan
- Estate planning
- Needs Analysis planning for late stage retirement including home and facility care
• Regular pre-determined reviews and plan management
- Appointment reminders
- Private Wealth Continuum Binder™ for important documents
- Scheduled Reporting (print or electronic)
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