Continuum Wealth Advisors, Llc

Description

• At Continuum Wealth Advisors, LLC , Discuss/Plan/Solve isnt just a tagline - it's a process. Our guidance is objective, designing a plan to help protect and increase your wealth, balancing both your short and long-term needs. Your portfolio is designed to be flexible. As your portfolio evolves, we are continually monitoring its effectiveness and appropriateness.At Continuum, we have expertise in the three areas of insurance that can protect and preserve your wealth: life insurance, disability insurance, and long term care insurance. We have particular expertise in the use of life insurance for tax and business planning. As part of the service we provide to clients, Continuum Wealth Advisors, LLC continuously monitors current legal, insurance and economic conditions to make sure that each clients plan is both appropriate and compliant with recent developments. We also periodically advise our clients of any changes that may impact their plans. Keeping a vigilant watch over these factors is as important to any estate plan as its initial implementation. Continuum Wealth Advisors, LLC serves as a trusted advisor to employers, providing advice and consulting services for all types of retirement plans. We offer a comprehensive approach to managing your retirement plan and assist you, as the employer, to satisfy your fiduciary responsibilities as a plan sponsor.
• 

  Headquarters:18 Division Street Suite 207b, Saratoga Springs, New York, United States

  More
• 

  Phone Number: +1 518-583-4050

• 

  Website: https://www.contwealth.com

• 

  Employees:3

• 

  Revenue:$1 - 10M

• 

  Legal Name:Continuum Wealth Advisors, Llc

• Continuum Wealth Advisors, Llc's Social Media

  
• Is this data correct?

• |  NAICS Code: 523930  |

  Show More