Sequoia Financial Strategies
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Sequoia Financial Strategies

115 Route 46 Building F
Mountain Lakes, NJ 07046

Phone:

  • 973-316-6058
  • E-mail address: 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

    • Setting a Retirement Savings Goal

      This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.

    • Insurance to Help Protect Your Business from Lawsuits

      Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?

    • HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact

      Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.

    • Consider a Roth Conversion for Tax-Free Income

      Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.

    More Newsletters »

    Calculators

    • Car Affordability

      How much can you afford to pay for a car?

    • IRA Eligibility

      Use this calculator to determine whether you qualify for the different types of IRAs.

    • Lifetime Earnings

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

    • Disability Income Insurance

      How much Disability Income Insurance do you need?

    More Calculators »

    Market Watch

    Last Closing Prices

    Latest Available Stock Quotes
    Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
    Nasdaq 100 13,483.29 +0.87%
    NYSE Composite 14,935.29 -0.11%
    AMEX Composite 2,492.29 -0.32%
    PHLX Semiconductor Index 1,354.81 -0.47%
    OSX Oil Service Sector Index 95.32 -1.45%
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    Market data delayed per exchange rules.
    All quotes are in US Eastern Time (EST).
    Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.

    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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