Financial Independence Planning
Your goal is to achieve a certain standard of living and financial independence. The Sequoia financial planning process outlines your strategic objectives and works with you to define a path to help you achieve your goals.
Estate & Wealth Transfer Planning
Whether it relates to family, charities, or others important to your life, Sequoia's process helps you develop a strategy for transitioning your hard-earned assets to the desired beneficiaries in a tax-efficient manner.
Separate from your overall financial plan, our team can assist you in developing a specific asset allocation and distribution strategy to help ensure your assets live as long as you do.
Risk Management & Contingency Planning
You've worked hard to accumulate income and assets, so naturally you want to protect them. Our risk management/contingency planning helps to review your assets and income so they are properly titled, aligned, and insured.
Business Succession Planning
Whether you want to conduct an outside sale, transition to employees or transfer to the next family generation, our wealth planning team brings years of experience in developing an appropriate, tax-efficient strategy.
For many people, one of the greatest joys in life is giving back. We can help you develop a gift giving strategy that maximizes the long-term value of the gift and helps to ensure the gifting is completed in a tax-efficient manner.