Continuum Planning Partners Recent News
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The Martha O’Bryan Center receives $5,000 MassMutual Foundation Grant

by: Emily Willis

The Martha O’Bryan Center (MOCB) has received a $5,000 grant from the MassMutual Foundation as part of a national Community Service Award (CSA) program. (Martha O’Bryan is one of thirty-two organizations nationally to receive an award). The MassMutual Foundation made the grant as a tribute to the volunteer efforts of Andy Faught, an agent affiliated with MassMutual and partner with Continuum Planning Partners in Brentwood, TN.

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Brad Fair Joins Continuum Planning Partners

by: Lauren Bellflower, MCM

We are delighted to announce the addition of Brad Fair as a Partner in the Continuum Planning Partners team. This addition improves the depth and breadth of the Continuum team in our Tupelo, Mississippi market. Bringing almost 20 years of experience to the team, Brad specializes in many areas including: Financial Planning, Risk Management, Investment Management, Retirement Planning, Qualified Retirement Plans, Education Funding, Estate Planning, Business Succession and Transition Planning, Cash Flow Management, and Debt Management.

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Abby Spaulding speaks at Nashville Business Journal’s 40 Under 40

by: Lauren Bellflower, MCM

As a former winner of the Nashville Business Journal’s 40 Under 40, Abby Spaulding spoke about the importance of having a plan for the future to the winners and guests at the event on April 16th. It was an extraordinary event that honored 40 individuals for their professional and philanthropic contributions to the Nashville community. The evening began with cocktail hour featuring a signature cocktail and a live band. It was followed by dinner and the presentation of the awards.

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Chris Robinette elected to Songs for Sound’s Board of Directors

by: Lauren Bellflower

In January, it was announced that Continuum Planning Partner’s own, Chris Robinette was added to the board of directors for Songs for Sound. Chris is excited to be helpful to the charity, especially during the build out of the Songs for Soldiers program serving hearing loss needs of veterans and active military personnel. Before becoming a financial planner with Continuum Planning Partners, Chris served seven years in the U.S. Navy.

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Bryan Powell Steps up to Director of Financial Planning

by: Lauren Bellflower, MCM

This October, Bryan Powell was promoted to Director of Financial Planning from Senior Financial Planner at Continuum Planning Partners. Bryan has been with Continuum since August 2010 and working in a planning role since January of 2011. In his previous role, he was collaborating to create financial plans along with the Financial Advisors at Continuum. In his new role, he will still be creating and working on plans with Continuum’s team of Financial Advisors but will also be over planning, operations and managing the team of planners and analysts.

Estate Planning 1.01 / Everyone has an Estate

by: J. Randolph Flatt

Estate planning is not for everyone. True or false? The answer is false.

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Family Owned Businesses highlighted in Memphis Business Journal event

by: Lauren Bellflower, MCM

Continuum Planning Partners hosted the Memphis Business Journal’s event highlighting Family Owned Businesses on Monday August 27th at the Marriott Memphis East. The event, which was attended by over 100 local business leaders, featured a panel of speakers including Spence Wilson, Jr., Principal of Kemmons Wilson Companies, Lauren McHugh Robinson, President and CEO of Huey’s Restaurant and J. Ford Canale, Funeral Director of Canale Funeral Directors.  Jerry Corless, President of CFG also spoke at the event, and Andy Shull, JD*, CFBS, Vice President – Financial Planning, served as Moderator for the panel. 

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Andy Faught Presented at the Nashville Business Journal’s Schematics for Small Business Event

by: Lauren Bellflower, MCM

Capital Financial Group presented the 2018 Nashville Business Journal’s Schematics for Small Business event at a happy hour on July 26th at The Listening Room. Small Business leaders and their employees were in attendance at the event to network, hear from a panel of small business owners, and to receive awards for the top small businesses in Nashville. Winners of the Small Business Awards were chosen by an independent panel of judges and the overall Small Business of the Year was presented to Moo TV. The awards presentation included a short speech by Andy Faught, Managing Partner and Financial Planner for Continuum Planning Partners. Andy mentioned points about business valuation and succession planning along with other issues facing small business owners.   

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Successful Financial Planning for Physicians

by: Doug Vowels

Often times when meeting with physicians that have been practicing for a few years always wish they would have started planning sooner than they did. The first question I ask recent graduates of residency programs is, “How does it feel it to make 5-10 times more income than your resident paycheck?” The two most common answers are surreal and overwhelming and I completely understand how they feel.

One of the best times to begin thinking about financial planning is during the residency or fellowship.  Personal financial planning is the process of determining how individuals and their families can help achieve their life goals through the proper management of financial resources. A comprehensive financial plan for a physician might include financial statements, insurance planning, debt management, employee benefits planning and analysis, investment planning, tax reduction strategies, income distribution planning in retirement, planning for college and estate planning, depending on the stage of the physician’s career.

One of the best times to begin thinking about financial planning is during the residency or fellowship.  Personal financial planning is the process of determining how individuals and their families can help achieve their life goals through the proper management of financial resources. A comprehensive financial plan for a physician might include financial statements, insurance planning, debt management, employee benefits planning and analysis, investment planning, tax reduction strategies, income distribution planning in retirement, planning for college and estate planning, depending on the stage of the physician’s career.

A big challenge for physicians is that many overspend when it comes to lifestyle choices.  So they and their families need to prioritize their spending and ensure financial habits align with their financial goals.  Another challenge for physicians is they have less time to save for retirement and they often times look for more complex financial planning and investments such as cash balance plans, 401(k) accounts, cash value life insurance and brokerage accounts to diversify their retirement strategy.

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JASON PEEPLES EARNS MASTER OF SCIENCE IN FINANCIAL SERVICES DEGREE FROM THE AMERICAN COLLEGE OF FINANCIAL SERVICES

by: Lauren Bellflower, MCM

MEMPHIS, TN - FEBRUARY 14, 2018 – Jason Peeples has earned the Master of Science in Financial Services (MSFS) degree from the Richard D. Irwin Graduate School at The American College in Bryn Mawr, Pennsylvania.

            The MSFS degree program provides a diverse financial education that prepares graduates to advise their clients on a wide spectrum of financial planning needs.  MSFS course topics include advanced pension and estate planning, financial planning, executive compensation, business and personal tax planning, security analysis and portfolio management, and financial statement analysis.  The program includes practical case studies and client/practitioner scenarios that graduates can use immediately to help them address clients’ needs with expertise and confidence.

Continuum Planning Partners moves 23 stories up to Clark Tower

by: Lauren Bellflower, MCM

January 31st, 2018 - 

Continuum Planning Partner’s Poplar Ave Memphis office completed its move to the 23rd floor of Clark Tower this past week. The move to this iconic Memphis landmark was preceded by a merger of The Partners Group and Nashville-based Capital Financial Group in 2017.

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Continuum Planning Partners welcomes 2 new partners!

by: Lauren Bellflower, MCM

We are delighted to announce the addition of 2 new advisors to the Continuum Planning Partners team. These additions expand our reach within the Nashville and Memphis markets. Bringing over 30 years of experience to our Memphis team is J. Randolph Flatt.  Randolph specializes in many areas including: estate planning, personal financial planning, business continuation planning, long term care as well as employee benefit programs. Randolph is very involved in the Memphis community having served on non-profit boards such as Leadership Memphis, Big Brothers, Big Sisters and was a past president of the East Memphis Kiwanis. He also is very involved in industry organizations serving as a past president of the Memphis chapter of Society of Financial Services Professionals, the Memphis Association of Insurance and Financial Advisors and the Estate Planning Council of Memphis.

Continuum Planning Partner’s Nashville partners and employees donate over 1,500 diapers to Martha O’Bryan Center

by: Lauren Bellflower, MCM

The partners and employees at Continuum have just finished their annual holiday drive for items most requested by the Martha O’Bryan Center. This year over 400 total items were donated including baby wipes, diapers, shampoo, deodorant, soap, hair brushes and toilet paper. The drive is structured as a friendly competition between groups and worth the most points were packs of diapers, so the drive became a fun battle over which team could gather the most diapers. In the end, over 1,500 diapers were donated! Andy Faught, Director of Financial Planning shared, “At Continuum Planning Partners, we feel it is our duty to help those in need.  The holiday drive is one initiative of many throughout the year, but is probably the most special.  As we move into the holiday season, it is not happy for all and anything we can do to brighten the spirit of others through things most of us take for granted is very special.” 

Rich Jones and Continuum Planning Partners Sponsor Royal Family Kids 5K

by: Lauren Bellflower, MCM

Rich Jones and his family sponsored and ran in the Memphis Royal Family Kids 5K. Royal Family Kids is an organization that helps abused, abandoned or neglected children go to a summer camp experience they will never forget. Since 1985, Royal Family kids has been offering week long camp experiences to these children who would otherwise not get the opportunity to attend. They have 200 camps in the United States and 25 internationally, with over 800 campers each year. Even after camp ends, they are given support through mentoring clubs at churches of various denominations.

Way to go Rich and family!


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Continuum Planning Partners welcomes 4 new partners

by: Lauren Bellflower, MCM

We are proud to announce the addition of 4 new advisors to Continuum. We are excited to expand our team to include more of a presence in Memphis area and a new presence in Tupelo. In our second Memphis office we now have Bennett Lebowitz and Spencer Cultra. As a 3rd generation small business owner, Bennett specializes in helping small business owners with their comprehensive financial plans as well as with succession and transition planning. Spencer Cultra is focused on helping to ensure his clients have a comprehensive plan that provides them a clear path to their goals, based on their vision, and totally directed by their values.

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Continuum’s youngest fan spotted on the PGA Tour

by: Lauren Bellflower, MCM

One of Continuum’s smallest supporters, Blaine Burcham was seen last week in his Continuum Planning Partners polo at the PGA Tour Championship in Atlanta receiving a ball from Jordan Spieth. The video was posted on the PGATour’s Instagram, @pgatour and has been viewed more than 300,000 times and liked more than 50,000 times.

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Abby Spaulding wins 2017 Nashville Business Journal’s Power Leaders in Finance Award

by: Lauren Bellflower

We are pleased to announce that Abby Spaulding won the 2017 Nashville Business Journal’s Power Leaders in Finance Award. Abby was featured in a special section of the Nashville Business Journal highlighting those with the precision, patience and experience to help company leaders and the Middle Tennessee community plan for the future. 
Winners were nominated by the public, and then an internal committee chose the final nominees for a list. The nominees were then asked to vote on which individuals on the list would win the awards. Help us to congratulate Abby on this honor!