Financial planning and investment advisory services are offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). Advisors are registered with Sequent Planning as independent contractors and not employees of Sequent. Sequent Planning is wholly owned subsidiary of Senior Market Sales (SMS). Insurance products, Legal, Tax and Accounting advice are not offered through Sequent Planning.

This site is published for residents of the United States only. Sequent Advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every Advisor listed. For additional information please contact the Advisor(s) listed on the site.

Additional information about Sequent Planning and our Advisors is also available online at www.adviserinfo.sec.gov or https://brokercheck.finra.org/. You can view our firm’s information on these websites by searching for Sequent Planning or by our firm CRD number 160381.

Keats Group LLC and Rexford Cattanach, Independent Insurance Agent, may recommend insurance products and tax planning as part of a comprehensive financial plan but do not render tax, accounting, or legal advice. Clients are advised to seek experienced counsel from tax and legal advisors.

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