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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Helping People Win

At Continuum Financial Group, we take pride in "Helping People Win." We lead with our disciplined financial planning process that is rooted in your values to help you live a fulfilling and purposeful life.

We take a holistic approach to your financial life and build a plan tailored for you.

We lead our practice with the following core values:

We are Inspired - We are inspired by the success stories of our clients, and are motivated to create more of these success stories through comprehensive financial planning.

We are Innovative - We are driven to stay at the cutting-edge of the industry, and foster an environment that empowers our team members to enhance their knowledge and experience in various specialties

We are Principled - At Continuum, we provide clients with the advice they need, rather than the advice they want. We believe that each client's story is unique and requires adequate discovery time to understand their wants and needs.

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Events

Planned Giving with Donor Advised Funds – Smart Giving, Lasting Impact

A practical look at charitable planning options for individuals and families.

We invite you to an informative session focused on helping you understand how certain charitable giving strategies may fit into your broader financial and estate planning goals.

During this session, we will cover:

  • Managing tax benefits while supporting the causes that matter most to you
  • Use of Donor-Advised Funds (DAFs) to streamline giving and establish a family legacy
  • Generating lifetime income through U.S. Legacy Income Trusts—all while benefiting qualified charities
  • Tax-related considerations when donating appreciated assets such as stock or real estate
  • How charitable giving can align with your long-term planning objectives

Who should attend:

Those looking to make meaningful charitable contributions, plan their estate tax-efficiently, or create long-term philanthropic impact for generations to come.

This session combines insightful planning ideas with actionable tools—so you can give wisely and live generously.

2025 Channel One Volunteering Sessions - September

Join Us every Third Friday of the month in 2025 for volunteering opportunities at Channel One Regional Food Bank. Together, we can make a difference in our community!

Planning for Life’s Big Moments

Join us for an engaging and practical conversation designed to help you navigate key life transitions with clarity and confidence.

This session will explore real-life scenarios and provide financial planning insights around topics such as:

  • Combining finances in relationships
  • Managing divorce or remarriage
  • Planning for education and major purchases
  • Preparing for retirement and healthcare needs
  • Caring for aging loved ones
  • Creating a lasting legacy

Why it matters:

Life is full of transitions—some planned, some unexpected. Being prepared can empower you to take control, support your loved ones, and make confident decisions.

What you'll gain:

Checklists, tools, and thoughtful guidance for every stage—from building a life with a partner to caring for aging parents, and everything in between.

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The Psychology of Finance.

At Continuum Financial Group, we’re proud to share that eight of our financial advisors and three staff have earned the Behavioral Financial Advice™ (BFA™) designation—a program that blends behavioral science with traditional financial planning. This achievement reflects our commitment to understanding the psychology behind financial decision-making.

Our team is passionate about “Helping People Win” and that starts with having a deeper understanding of how people think, work and interact with their finances. We are excited to leverage our experience from the BFA™ program to strengthen our values-based approach to financial planning.