Serving Law Enforcement Officers and Firefighters for Over 20 Years
Like a law enforcement officer or firefighter safeguards the public, we defend you from the uncertainties of retirement with specialized tax, estate and investment management.
Tax laws specific to public safety officers, annuity withdrawal options, §457s, DROP plans and retirement payouts are just a few reasons why specialized financial advice is imperative.
We are not a deferred comp provider, nor do we sell products such as insurance, annuities or loaded funds. We help you optimize your current plan.
We are able to actively manage select plans while you are still working, advise on your retirement, prepare your taxes, and watch over your family with intelligent estate planning.
Side by side, we’ll develop a plan that meets your unique needs and objectives.
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.
Assets Under Management
As of 9/30/2023
Employee credentials include AEP®, AIF®, CFP®, CFS®, CPA, CTFA, CGMA, ChFC®, CIMA, CFA®, CLU®, JD, among others