Planning That Endures

It all starts with a review of your most recent tax return to evaluate what tax planning strategies may be a fit for your personal circumstances. Effective tax planning can have a meaningful impact on your overall net worth and desired legacy. At Sequoia, we work closely with our clients to explore all relevant strategies to mitigate tax consequences. This is a process we engage in continually on behalf of our clients, taking into account any legislative updates or changes to a client’s individual or family situation.

The tax and estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax preparation is done by a 3rd party and not Sequoia Financial Group.

Creating a comprehensive financial plan that is truly "Built for You" is at the heart of our wealth planning services. We understand that every individual or family has unique financial goals, circumstances, and aspirations. That's why our approach is personalized from the very beginning. It all starts with a deep conversation during an initial consultation. We take the time to understand your financial objectives, risk tolerance, and specific needs. This forms the foundation of your plan.

Navigating different life stages requires a thoughtful approach to financial goal setting and prioritization. At Sequoia Financial Group, we're here to help you every step of the way:

1. Assessment: We begin by assessing your unique circumstances, including your current financial situation, aspirations, and life stage.
2. Identification: Together, we identify specific financial goals for each life stage, such as homeownership, education funding, retirement planning, and legacy objectives.
3. Prioritization: We work with you to prioritize these goals based on their importance, urgency, and alignment with your values.
4. Customized Strategies: Our experts design tailored financial strategies that match your goals and resources, ensuring they are achievable.
5. Regular Reviews: We maintain ongoing reviews to adapt your financial plan as you transition through various life stages, ensuring it remains relevant and effective.
6. Financial Education: We provide you with the knowledge and tools you need to make informed financial decisions and stay on track.
7. Dedicated Support: Our team offers continuous support, addressing your questions and concerns as they arise.