At Sequinox, we consider ourselves champions for our clients. That means finding the best ways to help you reach your personal financial goals, whether you're saving for retirement or searching for a way to decrease your taxes. Plus, we'll help you understand the "hows" and the "whys" every step of the way.
Sequinox starts by listening to what you want out of life not just out of financial planning. What's important to you now? Where do you want to be in five years? What can we do for you? The focus is on you, so we can start an open honest discussion. At our next meeting, you'll hear our thoughts about your assets and goals.
Sequinox starts by listening to what you want out of life not just out of financial planning. What's important to you now? Where do you want to be in five years? What can we do for you? The focus is on you, so we can start an open honest discussion. At our next meeting, you'll hear our thoughts about your assets and goals.
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Why Sequinox
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Sequinox was started because Joe Wirbick wanted to concentrate more on what people needed out of their financial plans and less on the bottom line. Today, the team at Sequinox helps you improve your financial future while helping you understand each decision along the way. A measure of success is the number of clients, like you, who retire successfully and achieve their financial goals.
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