Integrity in Financial Planning

Guiding you to prepare for all the transitions and change in life

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Find Independence in Your Retirement Income Plan

Do you question if your current retirement plan will see you through?

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An Insurance Plan You Trust

Learn how to be ready for the unexpected

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Trust Sequoia Financial Planning to Build a Financial Plan That Fits Your Needs

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?

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A Retirement Plan That is Focused on You

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.

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“My favorite things in life don’t cost any money. It’s really clear that the most precious resource we all have is time.”

– Steve Jobs

Designed for you

A New Approach to Planning

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.

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“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future”

- Alexa Von Tobeln

Take control and learn about where your money can go today

Take that first step to personal investing with our library of resources

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Financial Planning

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