We plan, we guide, but you decide.
Everybody's retirement picture looks different. At Sequinox, we'll listen as you tell us how you want yours to look. Then we'll help you work to make it a reality.
Once a series of no-cost personal interviews are completed, a resource planning strategy can be developed that is best suited for your desired retirement lifestyle. This strategy will apply risk management philosophies and will utilize tax-reducing investments and tax allocation strategies appropriate for your individual needs.
Our goal for each client is to preserve assets while increasing income and minimizing the tax bite. To do this, we look for investments with potentially lower risk and volatility. As these investments mature, we determine if portfolios need to be rebalanced in order to preserve the lower-risk strategy. We also take into consideration investments that seek to minimize the tax-impact they have upon their investors because every dollar you save in taxes is a dollar you can spend the way you want.
We provide the planning, the education, and the execution. However, at all times the investment decisions are yours to make.