Specializing in retirement planning.
Whether you are nearing retirement, or already retired, it's entirely natural to be concerned about your finances. At Sequinox, we're dedicated to help ease those concerns.
We primarily serve retirees and those nearing retirement so that we can concentrate on the unique issues they face. We deliver more than just financial planning. We also look at ways to help you reduce your tax burden, provide recommendations about long-term care and MediCare, and help you establish estates or trusts to benefit your designated inheritors.
Sequinox reduces the insecurity of our clients by educating them every step of the way during the retirement planning process. And we continue our educational approach throughout your retirement.