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About SEQUENT PLANNING, LLC
SEQUENT PLANNING, LLC is a financial planning and advisory firm that provides expert financial guidance to their clients. The firm specializes in creating customized financial plans for individuals and businesses, helping them achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Develops tailored financial plans for clients based on their unique needs and goals
- Assists with investment portfolio management to maximize returns and minimize risk
- Provides ongoing financial education and guidance
- Regularly reviews and adjusts plans to ensure they remain effective
Facts and Insights
As of now, SEQUENT PLANNING, LLC has over $500 million in assets under management, and has a team of experienced and qualified advisors. With over 20 years of industry experience, the firm has a proven track record of helping clients build and preserve their wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
SEQUENT PLANNING, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These include:
- Financial planning and investment management
- Tax planning and preparation
- Estate planning and wealth transfer
- Retirement planning
- Risk management and insurance planning
Client Types
SEQUENT PLANNING, LLC caters to a wide range of clients, including individuals, families, and businesses. They have experience working with clients from different backgrounds and with various financial goals.
Fees & Compensation
SEQUENT PLANNING, LLC follows a fee-only approach to compensation, which means they do not earn any commissions or fees based on their recommendations. This ensures that their recommendations are always in the best interest of the client. The firm charges a flat fee for their services, which is determined based on the complexity of the client’s financial situation.
Background
The team at SEQUENT PLANNING, LLC comprises of highly skilled and qualified financial advisors. They have a deep understanding of the financial industry and keep up with the latest market trends and changes to provide their clients with the best possible advice. The firm has a strong commitment to their clients’ success and constantly strives to help them achieve their financial objectives.
Financial Advisor Disclosures to Know
As a financial expert, SEQUENT PLANNING, LLC is committed to transparency and always discloses any potential conflicts of interest to their clients before providing any recommendations. They also adhere to all regulatory rules and regulations to ensure they are always acting in their clients’ best interests.