Corporate Planning

Continuum was founded on the desire to provide meaningful services for small and mid-size private/public companies.

Our life’s work is about more than personal success; it’s about helping others and easing the burden of our complex world. Continuum provides clients a level of control and confidence in their benefits planning by providing a strategic approach coupled with strong operational execution, paving a clear path toward your companies’ unique goals.

One of the things we love most about what we do at Continuum is having the ability to work with more than just one type of client. Our ideal clients are defined by their commitment to good strategy - not strictly by their employee size, revenue or net worth. More important to us is your willingness to collaborate and work with an advisor you can trust and relate to on a personal level.

We’re in this for the long haul. We hope that whatever stage your business is in, you’ll partner with us to discover the life-long impact our collective work and commitment will have on your culture and finances.


Retirement Plan Services (401k)

Retirement Plan Services (401k)

When it comes to providing for your employees, we know just how complicated benefit planning can be. We specialize in navigating through complex rules and regulations to take the work off of your plate, not add to it. We take a systematic approach to the strategic benefits planning process, bringing with us the deep commitment and passion that we’re known for.

We aim to be the support team you can lean on to efficiently rollout your benefits plan, offloading some of your work burden without worry.

At Continuum, we’re not a faceless vendor selling a pre-packaged product.

We’re partners in offering knowledge, service and value to help you provide for your company and your employees’ well being.

We offer a range of comprehensive services that we will tailor to provide the best overall package to meet your company’s specific needs:

  • Retirement Plan Consulting
  • Vendor Comparative Analysis
  • Plan Transition and Integration
  • Investment Analysis, Selection and Monitoring
  • Retirement Plan Compliance Auditing
  • Employee Education and Communication
  • Financial Planning for Executives
  • Health Benefits
Employee Health Benefits

Employee Health Benefits

Continuum Consulting Group provides comprehensive and integrated retirement planning services to its clients.  We operate with a client-focused, “serve first” philosophy that includes engaged associates who are passionate about satisfying customers.

As one of the premier financial planning, investment and retirement companies in Southern California, our experienced professionals are regarded as the most consultative advisors in the industry.  Our organization and our key producers allow us to be well positioned to serve mid-sized firms between 50-5,000 employees.  We represent clients in various industries including but not limited to:

  • Technology
  • Internet
  • Financial Services
  • Automotive Services
  • Higher Education
  • Publishing
  • Retail
  • Healthcare
  • Accounting
  • Law Firms
  • Manufacturing
  • Food Services

As your retirement advisor, you will be working with the highest caliber consultants.  A Primary Service Team will be assigned to your account and you will have the additional resources of our strategic business partners to complement the primary team.

Employee benefit programs are important to developing a competitive, productive and healthy workforce.  However, the choices can be extremely difficult to navigate, understand, implement and manage without the leadership of an experienced and trusted advisor.  Through our strategic partnership with Optimal Benefits, we can deliver the latest strategies in health plan design and cost control, while promoting employee motivation and wellness.

Optimal Benefits is well positioned in the marketplace to effectively respond to and engage with mid-size emerging growth companies that have 100-3,000 employees. We work effectively with this market segment because our strengths, particularly as they relate to client-centric solutions and full customization, are a match with mid-sized companies that tend to sense and respond to the changing marketplace and embrace our innovative approach to help them drive growth efficiently. Mid-size employers want speed, flexibility, creativity and detailed analytics to make better-informed decisions.

As a premier independent benefit consultant, Optimal Benefits offers plans including:

  • Health and wellness
  • Dental
  • Vision
  • Group life
  • Group long and short term disability
  • Section 125
  • Employee assistance programs (EAPs)

These plans are designed to provide your company a comprehensive employee benefits when paired with our corporate retirement plans.  This complete strategy will ensure that you are able to attract and retain a competitive workforce.  Learn more about Optimal Benefits (click here).