Integrity in Financial Planning
Guiding you to prepare for all the transitions and change in life
Find Independence in Your Retirement Income Plan
Do you question if your current retirement plan will see you through?
An Insurance Plan You Trust
Learn how to be ready for the unexpected
Our dedicated team works with each client on a financial plan that focuses on 3 main questions:
• What if I die too soon?• What if I get too sick?• What if I live too long?
Once have an answer those three main questions, we can turn to the most important question becomes what are you doing for fun?
At Sequoia Financial Planning our team walks with each client as they experience life and any changes that occur while continuing to educate them on the options available. In return, this makes it easier for each of them to make an informed decision with ease.
– Steve Jobs
Planning for only one life event would be like having only one puzzle piece and expecting the picture to come together. We utilize our comprehensive approach to help.
- Alexa Von Tobeln