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Sequoia Financial Strategies

115 Route 46 Building F Mountain Lakes, NJ 07046

Phone:

  • 973-316-6058

E-mail:

  • alan@sfs-fp.com
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Helping You Reach Your Goals


See how our advisors can help you through financial planning tailored to your needs.

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Get to know us and how we give personalized service.

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Schedule your complimentary consultation to begin planning the retirement you want.

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Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.
More Videos »

Newsletters

  • Income Investors May Find Closed-End Funds on Sale

    Do you know the differences between open-end and closed-end funds? This article compares the two.

  • Could You Be Responsible for Your Parents’ Nursing Home Bills?

    Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.

  • Why Family Businesses Should Have Succession Plans

    Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?

  • HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?

    Learn the story behind the extreme volatility of “meme” stocks promoted through social media, including the risk for individual investors.

More Newsletters »

Calculators

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

More Calculators »

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.

Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com Sequoia Financial Strategies and the above companies are independent, and non-affiliated. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving www.sfs-fp.com and assume total responsibility for your use of the sites you are visiting. Tax, Social Security claiming, or legal services are not offered through, or supervised by Lincoln Investment or Capital Analysts.

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