Financial Planning Rooted in Experience

Would you like to be more organized and more confident in your financial life? School employees and administrators are turning to Sequoia Financial Strategies for their financial planning needs. Our advisors offer the broad variety of investment options, accessibility and educational resources needed in an investment partner. 

Access Tailored Care

Sequoia Financial Strategies understands that each investor has a unique set of goals, and our advisors will tailor our recommendations for each individual. It is important to us that we have a clear understanding of your particular needs so we can help you plan for your goals and stay on track.

When you work with a CERTIFIED FINANCIAL PLANNER™ professional, you know you are working with someone who can help you piece together all the different areas of your financial life. The CFP®  certification shows you our advisors have extensive training and adhere to rigorous ethical standards. Your interests come first.

Please see our certification HERE.

 

We specialize in helping educators prepare for retirement with various pension options.

Have you considered how Social Security, 403b/457/IRAs will impact your pension benefits? 

The process to plan retiring is complex with a lot of boxes to check off as you prepare. Don't worry, we'll help you remember all 33 things you need to know…

Read more about the updated Retirement Checklist (coming soon).

 

The Lincoln Investment family of companies nor any of its representatives is affiliated with the State of New Jersey Teachers' Pension and Annuity Fund (The New Jersey TPAF); and The New Jersey TPAF does not sponsor, authorize or endorse the retirement educational services described in this or other communications of Lincoln Investment.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.