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 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 Is Investment Risk?

    How different types of risks can adversely affect your investments

    More Videos »

    Newsletters

    • HOT TOPIC: The SECURE Act and Your Retirement Savings

      A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.

    • Why You Might Need Disability Income Insurance

      This article explains how an individual disability income insurance policy can help provide income if a disability leaves you unable to work.

    • Five Red Flags That Raise the Odds of an Audit

      Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.

    • The Beige Book: A Timely Economic Read

      The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.

    More Newsletters »

    Calculators

    • Savings Goals

      How much do you need to save each year to meet your long-term financial goals?

    • College Funding

      Use this calculator to estimate the cost of your child’s education, based on the variables you input.

    • Required Minimum Distributions

      Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

    • Loan Payoff

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

    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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