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.