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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits

CA Insurance License #0C20769 

Securities offered through NEXT Financial Group, Inc. member FINRA/SIPC. Investment Advisory services offered through Continuum Financial Partners, LLC a registered investment advisor. Continuum Financial Partners, LLC  is not an affiliate of NEXT Financial Group, Inc. To view NEXT Financial Group’s Privacy Policy and other important information, visit the” Customers” section of www.nextfinancial.com

Services not available in all states. This website is not intended for distribution to, any person in any state or jurisdiction where such distribution would be contrary to law or regulation, or which would be subject Continuum Financial Partners, LLC  and NEXT Financial Group Inc. to licensing or registration in such jurisdiction.

This website is not intended to provide investment, legal or tax advice, nor is it an offer, or solicitation for an offer to buy or sell any security.

Investments products and services available only to residents of: CA, NV, ID

Fee-based advisory services are available only to residents of: CA, NV, ID

We are licensed to sell Insurance Products in the following states: CA #0C20769, South Dakota, Florida, New Jersey

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