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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.

Our Services

Get Started Today


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

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Get To Know Us


Get to know us and how we give personalized service.

Who We Are

What Would Happen to Your Estate?

Estate planning documents can help you manage your estate.
More Videos »

Newsletters

  • Mid-Year Is a Great Time to Fine-Tune Your Finances

    The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.

  • 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.

  • HOT TOPIC: High-Frequency Indicators: Where to Look for Signs of Recovery

    This article discusses various high-frequency indicators economists use to monitor the pandemic’s impact and the economic recovery’s progress.

  • Your Business: Minimum-Wage Laws in the Spotlight

    As more states increase the minimum wage, small businesses may start feeling the economic impact. Read this article for some coping tips.

More Newsletters »

Calculators

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

  • Home Affordability

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

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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