Sequoia Financial Planning

Sequoia Financial Planning is a financial planning firm offering retirement planning, investment planning, insurance planning, asset management and estate planning. The firm starts with a conversation about what clients want their finances to support, then builds a personalized plan around those goals and offers ongoing guidance across the whole financial picture.

New clients can request a meeting through the website or by phone. The office is at 200 Applebee St in Barrington, Illinois, and the firm's advisors are registered in the states where they are licensed to work with clients.