Ethics
Ethics and Core Values
Sequoia Strong!
Earning Your Trust
One of our first clients from 1994, asked our founder, if she would make the same recommendation to her father that she was making to the client. We still value the accountability of that question today. We desire to partner with you, earning your trust as we build a portfolio designed for a lasting financial legacy for loved heirs.
Member of the National Ethics Bureau
Being ethical is a quality of heart. Ethical advisors believe in doing what’s right for their clients. They don’t believe that ethical sales practices limit their options or opportunities. They do believe that being ethical reduces lawsuits, bad publicity, and regulator scrutiny. And they know from personal experience that ethical practices make good business sense.
What’s in a name?
Sequoias are the fastest growing trees in the world, some reaching over 300 feet tall. We strive to bring that stable growth to your portfolio. We specialize in clients preparing for and enjoying the retirement season of life, so we continually seek out products with an emphasis on safety rather than risk. Sequoia Financial Corp. offers options to balance your portfolio with some element of risk, such as equities and debt securities, incorporating preservation in market downturns. A key benefit to our client is a big picture approach to allocate assets to appropriate products which pursue your overall objectives. We offer a variety of software tools that simplify your estate plan and provide income for your life expectancy.
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SEQUOIA LONGEVITY
[/wpcol_1quarter] [wpcol_3quarter_end id=”” class=”” style=””]Since the time of Christ, Sequoia trees have withstood the test of time. Proving that the standard set by God to put the interests of others above your own, is still worth following as we work with clients today. Our promises are not based on the standards of man, but on the standards set by God in the Bible. We promise to be honest in evaluating many possibilities to advise you in reaching your financial goals.[/wpcol_3quarter_end]
[wpcol_3quarter id=”” class=”” style=””]Remarkably, the giant Sequoia tree remains strong when a hole is cut through the trunk for vehicles to drive through. Today, our Company remains strong by brokering products from a large breadth of strong companies.[/wpcol_3quarter] [wpcol_1quarter_end id=”” class=”” style=””]
SEQUOIA STRENGTH
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SEQUOIA MAGNITUDE
[/wpcol_1quarter] [wpcol_3quarter_end id=”” class=”” style=””]Every Sequoia tree depends on a squirrel chewing away the fleshy part of female pine cones after they have been pollinated by the male cone. When dropped, the wheat grain-sized seed must reach dirt on the ground and be watered. We believe in guarding your portfolio, knowing it started, perhaps, as a tiny seed. Our experience and alliances with managed account advisors can offer choices to grow your retirement and estate legacy into the magnitude which best fits your personal risk tolerance.[/wpcol_3quarter_end]