OUR SERVICES

Sequent Planning has developed a specialized planning practice to help people nearing and in retirement make educated and well-reasoned decisions about how to use Social Security, pensions and assets to meet retirement income needs and achieve their retirement goals. We use advanced planning tools and strategies to evaluate each decision and determine what impact each decision has on other decisions and on your overall ability to achieve your retirement goals. We then create a customized retirement road map with specific recommendations unique to each client. 

Specific examples of the results of our process include intentional investment decisions, Social Security and pension decisions, tax-aware decisions on how to harvest retirement income and leave a legacy, and contingency plans for what to do if any significant risk events materialize.

We are committed to helping our clients gain clarity and confidence in their retirement decisions.