About Sequent Planning
Sequent Planning LLC is a Registered Investment Advisor serving primarily middle to upper middle income people in retirement transition and beyond. 
 
We provide comprehensive financial planning services, helping you maximize the inevitable tradeoffs between social insurance programs like Social Security and Medicare, commercial insurance options, such as long term care, life insurance and annuities, investment options such as stocks, bonds, mutual funds, exchange traded funds and a variety of alternative investment options in light of tax and estate planning concerns.
 
We help clients gain a complete picture of how the pieces fit together today and help you manage that picture over time. 
In the News

Newsletters
  • The Investment Policy Statement: A Portfolio's Road Map
    In some cases, investors choose to authorize a money manager to make the actual investing decisions for their portfolio rather than simply
  • Spousal Lifetime Access Trust (SLAT)
    So, you are thinking about making a large gift that is sheltered from gift tax by the applicable exclusion amount. However, you have concerns about losing access to
  • Two Social Security Strategies for Married Couples
    Deciding when to begin receiving Social Security benefits is a major financial issue for anyone approaching retirement because the age at which you apply for benefits
  • Long-Term Care Planning Is Important for Women
    The prospect of needing long-term care is an important, yet sometimes overlooked, part of financial and retirement planning. Yet it may be especially vital for
  • How Much Do You Know about Social Security?
    Social Security is in the news more and more, as the first wave of baby boomers retire and economic pressures on the program increase. More than 90% of Americans are
  • Social Security Survivor's Benefits
    You might think Social Security is a program that only provides you with a monthly income after you retire. But what you might not realize is that Social Security may
  • Non-Equity Alternatives to Rock-Bottom Yields
    As interest rates have fallen to record lows and stayed there in recent years, the yield on your savings may be stuck in neutral. If you've focused on capital
  • Why Women Need Social Security
    Did you know that the first person ever to receive ongoing Social Security benefits was a woman? Ever since Ida May Fuller received the first retirement benefit check
    
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SEQUENT PLANNING LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN.

 



This communication is strictly intended for individuals residing in the state(s) of IA and NE. No offers may be made or accepted from any resident outside the specific states referenced.