Most definitely not a cookie-cutter approach.
Among the reasons why Sequinox is successful serving its clients is our customized approach to retirement planning.
Every client enjoys one-on-one attention with their representative beginning with personal interviews and planning sessions. What results is a customized retirement plan that takes into account things like your current assets, lifestyle goals for retirement, long-term care and MediCare issues, tax implications, and estate transfer plans. These planning sessions are offered at no charge to the individual.
Having an array of investment opportunities is a plus when it comes to retirement planning. Because we are not tied to just one family of funds, we can offer a wide range of investment choices to help you meet your retirement goals.