We'll show you the steps to meet your goals.

Our clients are busy, like everyone, and you can probably relate to having different and uncoordinated pieces in your complex financial portfolio.

We will break down the necessary steps in order of priority, so you can make progress without feeling overwhelmed.

Our advisors offer individualized planning to help improve our client’s complex financial situations, and specialize in coordinating with your existing advisors to identify gaps and opportunities in those financial silos–so everything is in one place.

What We Offer

Our team is made up of experienced professionals in all aspects of financial, tax, investment and insurance needs. We offer our clients objective recommendations and strategies to help you plan for your short and long term financial goals.

PROTECTION
STRATEGIES

Cash Flow Analysis
Debt Management
Emergency Fund
Property and Casualty
Liability Insurance
Life Insurance
Disability Income Insurance
Long Term Care Insurance

BUSINESS
STRATEGIES

Employee Benefits
Qualified Retirement Plans
Key Person Coverage
Risk Management
Tax Strategies
Succession Planning
Exit Strategies

WEALTH
ACCUMULATION

Retirement Savings
Retirement Income
Investment Management
Tax Management
Education Planning

LEGACY
STRATEGIES

Estate Document Analysis
Estate Tax Reduction
Trust Services
Special Care Planning
Charitable Giving Strategies
 

Who We Are

Continuum Planning Partners was formed by a group of 16 financial planning professionals who were previously in practice together at Capital Financial Group. Our focus is helping our clients reach their financial goals through a comprehensive financial planning process that is based on objective advice, not simply selling financial products. We have shown a commitment to providing top tier expertise to our clients by acquiring the following designations: AEP, CFA, CFBS, CFP®, ChFC, CLTC, CLU, LUTCF, MBA, and RICP.

What matters to us most is that we take pride in helping families, business owners, professionals and executives make informed decisions when it comes to being financially prepared for any event that life throws at you.

-R. Timothy Sinks, CLU, ChFC, Managing Partner

Licenses