Sequent Planning

Sequent Planning is a registered investment adviser (RIA) committed to supporting its investment adviser representatives with everything they need to design holistic retirement plans that impact clients lives. Investment adviser representatives enjoy freedom as independent contractors but also structure, tools and processes that help them act in clients best interests. Through Sequent Plannings affiliation with Senior Market Sales, advisers also gain access to an expanse of retirement solutions, allowing all-in-one place efficiencies that help them better serve clients and grow their practices

Financial planning,financial advisor,financial technology,financial services,retirement,retirement planning,and insurance

Sequent planning operates in the Financial services industry.

Sequent planning's revenue is 11m - 100m

Sequent planning has 11 - 50 employees.