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Sequent Planning

About Us

Eight years in the making, we are now ready to expand Sequent Planning on a national level.

Our mission is to provide a platform of innovation, education and acceleration to financial advisers (both existing and new) which creates value for their clients. Our service model focuses in on one thing- our advisers. We have strong beliefs that technology makes us better. We provide access to technology that others can't access, and more importantly, we are close to those who built much of the technology. Join the family.