Sequoia Financial

Sequoia Financial is a financial firm located in Irvine, CA, however we are not limited to the west coast.

States with clients serviced include: CA, CT, FL, NV, MA, MD and GA. We specialize in all aspects of personal finance & education. we specialize in:
- Employee Retention Benefits
- Tax-advantage solutions
- Legacy Planning
- Retirement Planning
- College Planning
- Financial Education courses

10 Estate Planning Ways To Say “I Love You"

02/17/2022

Protect your assets! We love to refer clients to our estate planner partners for these reasons:

10 Estate Planning Ways To Say “I Love You" Putting a thoughtful estate plan in place is a selfless act of love that benefits those you leave behind.

10/27/2021

18 States With Scary Death Taxes | Kiplinger

10/10/2021

https://www.kiplinger.com/retirement/inheritance/601551/states-with-scary-death-taxes

18 States With Scary Death Taxes | Kiplinger Federal estate taxes are no longer a problem for all but the extremely wealthy, but several states have their own estate taxes and inheritance taxes that could still hit your heirs.

Yes, Your 401(k) Has Its Perks, But It’s Not the Only Way to Save | Kiplinger

09/24/2021

https://www.kiplinger.com/personal-finance/how-to-save-money/603459/yes-your-401k-has-its-perks-but-its-not-the-only-way-to

While 'tax now' and 'tax deferred' are more well known, make sure you diversify with 'tax advantages' to get the most out of your retirement.

Yes, Your 401(k) Has Its Perks, But It’s Not the Only Way to Save | Kiplinger Tax diversification can play a vital role in stretching your retirement savings. Here’s how to achieve the flexibility you need with a three-bucket system.

09/19/2021

https://www.forbes.com/sites/chriscarosa/2021/09/15/why-do-employees-think-they-dont-pay-fees-on-their-401k-plans/?sh=7ad1f9f44008

Why Do Employees Think They Don’t Pay Fees On Their 401(k) Plans? The latest GAO report says 41% of 401(k) plan participants don’t believe they pay fees. There’s a good reason for that, and it’s not the one you’re thinking.

07/31/2021

Join us!!

07/30/2021

Financial Services | Sequoia Financial Group | Irvine financial education, remote services,

07/12/2021

Money talk is taboo, but it shouldn’t be that way. My goal is to educate and empower instead of intimidate or confuse. What is your relationship with Money and how has it changed since you grew up?
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