Products & Services

Focused Management

  • We educate clients with answers
  • to these and other questions.
  • How much do I need to retire?
  • What should I be doing differently?
  • How much income can I take out?
  • How can I be sure I won’t run out of money?
  • I don’t want to lose money. How should I invest?
  • How can I evaluate how much risk to take?
  • What about taxes… and inflation?
  • Should I pay down my mortgage?

 

With an overwhelming number of choices for your assets, Sequoia can focus the management of your portfolio. A good investment plan will help you navigate the ever-increasing number of investment vehicles. Investment choices should be based on your age and level for risk tolerance. Once the desired risk profile is established and after brainstorming with our group of financial advisors, Deborah Gamber then explains the many opportunities for your investments and with her experience focuses on investment options that are designed to meet your financial goals.

Comprehensive Simplicity

 

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Key Benefit

A key benefit for our clients is choosing from a spectrum including aggressive and conservative options without constraints to products from a single company.

  • Portfolio management
  • Retirement income planning
  • Federal Employee Retirement Benefits
  • Tax efficient estate planning
  • Efficient tax distribution
  • 401K, IRA, 403B
  • Long-term care without depleting assets

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Many Options – Simple Choices

Our satisfied clients enjoy innovative asset management tools for their portfolio of products.

  • Stocks, Bonds, Options
  • Certificates of Deposit
  • Variable, Fixed, and
  • Indexed Annuities
  • Private Placement
  • (for accredited investors)
  • Life Insurance
  • Long-Term Care Insurance

Click for your free Term Life Insurance Quote and then contact us today.

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Educational Seminars

Financial Concerns for Retirement

Sequoia Financial Corp. was formed in 1995 initially focusing on long-term care planning. While working to protect against the risk of long-term care, it became apparent that of greater concern to most retirees was the safety of their retirement assets and a comfortable lifestyle throughout their lifetime.

With the volatility in the marketplace depleting portfolios and the lower fixed interest rate returns not overcoming the cost of inflation, Sequoia decided to focus on complete education in all aspects of financial planning. Courses are offered throughout the year using Retirement Unlimited workbooks, which give students an unbiased and comprehensive knowledge of all financial tools.

Deborah Gamber’s ability to explain difficult concepts in simple, easy to understand terms has allowed her to assist her clients in a unique way for over 25 years.