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. 
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8420 W Dodge Road | Suite 110 | Omaha, NE 68114 | 402.953.3544 x802 | joe@sequentplanning.com 

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.