Financial Consultant Visalia Near Me

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“Someone is sitting in the shade today because someone planted a tree a long time ago.”

Sequoia Financial is an independent financial planning and investment management firm serving affluent households and local businesses in the Central Valley. Our holistic approach to financial planning is leading to better financial outcomes for our clients.

We consider your income, tax bracket, insurance, estate plan, and more before making any recommendations. A custom portfolio is built for every client and we are always fiduciaries, which means that we will help you select the investments that have the highest probability of achieving the outcomes you want - not sell you investment products.

We exist to build wealth, confidence, and security in the financial lives of our clients.

We are legally bound to act in your best interest and our business has been built to reflect that.

Our simple and transparent fees have been structured so that when you do better, we do better.

Financial Planning is the backbone of what we do and can be seen, in some form, in all of our services. It is the process of working towards financial independence.

You will work one-on-one with an advisor who will get to know you and your money, help you clarify your goals, and develop a long-term plan.

Every year, we will discuss and optimize your tax planning, investment management, insurance, estate plans, employee benefit selections, and more.

We build custom investment portfolios for every investor designed to improve returns, reduce risk, lower taxes, and lower fees.

Planning early for financial life goals like retirement, career changes, or starting a family can significantly increase your chances of achieving them.

By simply having a plan for things like taxes and retirement, our clients are keeping more of their money and living more rewarding lives.

We provide employers with strategies to run a financially successful business and to optimize the personal finances of the owner. Strategies include tax planning, retirement planning, risk management, succession and estate planning, and employee benefits consulting.

Retirement plan services include consulting and implementation for traditional and safe-harbor 401(k) plans as well as comprehensive employee benefits packages.

We help retirees save on taxes, invest better, and build a plan for all of life's possibilities.

Planning includes strategies for lowering your tax bill, optimizing investments, planning for Required Minimum Distributions (RMDs), social security timing, estate plans, healthcare strategies, and long-term care planning.

A business owner looking for an employee retirement plan such as a 401(k)?

Whether you’re facing a life change now or simply want to explore your financial options, let’s talk.

“The art is not in making money, but in keeping it.”