Envision Process

By planning your investments around benchmarks and life events that hold real meaning for you, the Envision® process can connect you to your investment strategy in a refreshing, revealing and personal way. Even better, it can keep you apprised of that most critical of financial questions, “How am I doing?” Our process offers you the tools and technology you need to discuss your life expectations, decide on an appropriate investment strategy, track your progress and re-sync – or rethink – your approach whenever necessary.

Enjoy Working With Continuity Group

We take the initiative to communicate, we have your portfolio in mind day in and day out, and we are continually adjusting strategies to meet your long-term goals. We have a team with strong depth that can counsel on everything from investment and insurance to estate and tax investment planning, as well as retirement.

Call us at (877) 778-9508 or visit at Continuity Group  |  975 OAK ST, SUITE 1080  |  Eugene, OR 97401

Start the Conversation

Our Envision Process helps us create an individualized wealth plan to help you meet your financial goals.