Sequoia Wealth Partners

Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners

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Neighborhoods: West Omaha, Prairie Lane
AKA: Sequoia Wealth Parthers
Other Link: http://sequoiawealthpartners.com
Categories: Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mortgages, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Taxes-Consultants & Representatives

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Phone: (402) 504-1414

Address: 11232 Wright Cir, Omaha, NE 68144

Website: http://sequoiawealthpartners.com

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Sequoia Wealth Partners

Tax Planning
Contact us today to learn more about tax-planning products and services that are specifically tailored for your needs.
Charitable Giving
No one likes taxes. But through the advice of a professional financial advisor, you can access products and services that help ease the burden. Charitable contributions, life insurance policies and investment products can all be useful tools in an effective tax strategy. Working together, we will consider your personal situation and design a tax plan that fits your needs.
Roth IRA
Income Tax
The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications.

Investment Management
While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking in that ball game? We do some longer-term planning too: Does it pay to invest the effort studying for a degree in Arts, or would we get a better return studying to pass the Bar exam?
Mutual Funds
College savers can opt for the more traditional methods of accumulating college funds such as savings accounts (CDs, money market funds), tax-free municipal bonds, U.S. Treasury securities, or mutual funds. If the time horizon is long, savers may be able to afford the higher risk of investing in vehicles that offer potentially higher returns. As the time horizon shortens, they could gradually move their funds into more conservative savings of investments.
Bonds
Wealth Management
Time is money, and managing your wealth can be overwhelming. At Sequoia Wealth Partners, LLC, we’ll protect and grow your assets so you can focus on enjoying them.
Money Market Funds
College savings plans establish an account for a student that can be used to pay eligible college expenses. Many 529 College Savings Plans offer a choice of investments including mutual funds, money market funds and fixed investment.

Financial Planning
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Retirement Planning
What will retirement look like? Are we spending too much? What if we’re not saving enough? How frequently should we be saving? Could we run out of money in retirement? Are we investing in the right places? How much will we need in retirement? Will Government and Employer pension plans cover us through retirement?
Annuities
Retirement income through annuities: Sometimes, the best way to guarantee retirement income is the simplest – Annuities. Of course, these products vary in terms and pay-out options and conditions. Our experts will help make sense of it all!
Long Term Care
<span class="field field--name-title field--type-string field--label-hidden"><span > Financing Long-Term Care: Your Options Explained </span></span> <span><span lang="" about="/user/95" typeof="schema:Person" property="schema:name" datatype="">saleenabenton</span></span> <span>Fri, 06/03/2022 - 08:59</span>
Asset Management
*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest. Copyright 2024 Advisor Websites.
College Funding
As the cost of a college education continues to rise, outpacing the rate of inflation, it is becoming beyond the reach of most people unless they have planned early on. For people starting a college savings plan today, questions arise as to the best way to save. For such an important and long term goal, it pays to do some research when selecting a plan.
Reverse Mortgages
<span class="field field--name-title field--type-string field--label-hidden"><span > Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow? </span></span> <span><span lang="" about="/user/84" typeof="schema:Person" property="schema:name" datatype="">Alice Wu</span></span> <span>Tue, 02/09/2021 - 13:39</span>

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