CONNECT

Address:

8420 W Dodge Road Suite 110
Omaha, NE 68114

Phone:

(402) 953-3544


Future & Security

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FUTURITY

Your first priority.

Who We Are

Sequent Planning completes business under the name Futurity First Wealth Management.  Futurity First is a trademark owned by Senior Market Sales our parent company.   The investment adviser representatives that adopt the FFWM name are also insurance agents of Futurity First Insurance Group, a wholly owned subsidiary of Senior Market Sales.

Your Bl(u)Print

Your Future.  Your Security.  It’s Futurity and we place it as our first priority. Through a detailed discussion, utilization of planning tools, diversified  investment management alternatives, and adviser focused on you, we present your financial Bl(u)Print. 

Contact us

We are here to help.

We would love to hear your story and help develop a comprehensive plan to meet your retirement goals

Bl(u)Print – A (financial) design plan.

 


DESIGNED.

There are foundational components to every financial plan including expected cash flows, social security benefits, tax implications, and risk tolerance.  Through years of experience we have developed a comprehensive approach.

CUSTOMIZED.

Your life and your financial plan are just that –they're yours. Each plan we create is customized to your specific situation.

CREATED.

We invest the time to design, customize, and create your financial plan. This is hard work, and we really thrive on completing it. Let us create a value-add financial plan for you.

DELIVERED.

Once created, we will walk through the financial plan and discuss specific items in the amount of depth you request.

 

Sequent Planning
Designing Plans. Impacting Lives.

 

Sequent offers access to different asset managers.  This allows the adviser to match your needs with the appropriate portfolio construction.  For example, you may be interested in low-cost Exchange Traded Fund alternatives, or maybe you prefer a portfolio consisting of mutual funds. It is important that you have easy access to your information, so each investment platform provides a client portal. We never share in the gains or losses of your investment portfolio.  

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck