Corporate Benefit Solutions
At Sequoia Advisory Services, we assist businesses in evaluating and implementing corporate benefit strategies designed to align with their goals and workforce needs. With over 40 years of combined experience, our team offers guidance to help manage and structure benefit plans with a long-term focus on financial sustainability.
Company Retirement Plan Services
Secure Your Financial Future with Expert Retirement Strategies
We help you safeguard your assets and ensure your wishes are honored through wills, trusts, estate tax strategies, and life insurance planning—providing financial protection and peace of mind for your loved ones.
Retirement Plan Services for Employers
Employee Education & Planning Support
Strategic Tax Planning for Employers
Smarter Strategies for Financial Growth
We work with business owners to identify tax-efficient planning opportunities in collaboration with their legal and tax professionals. While we do not offer tax advice, our planning strategies may include recommendations to discuss further with licensed tax advisors.
How Our Approach Benefits You:
- Tax Efficiency: Reduce tax liabilities for your business and employees by utilizing strategic tax planning tailored to your needs.
- 401(k) Compliance & Optimization: Set up and manage 401(k) plans that comply with regulatory requirements and offer optimal benefits for both your business and employees.
- Expert Fiduciary Oversight: As fiduciary advisors, we act solely in your best interest, ensuring that your retirement plan decisions are always aligned with your financial objectives.
- Long-Term Financial Foundation: We focus on strengthening your business’s financial foundation and providing secure retirement solutions for your employees.
Estate and Legacy Planning Support
Secure Wealth for Future Generations
Our team offers planning strategies that aim to help clients organize their estate and succession plans. This may include guidance on coordinating with legal counsel regarding wills, trusts, and ownership transitions.
Multi-Generational Wealth Planning
Tax Planning Services
Tax-Efficient Strategies for Savings
We identify opportunities to manage tax liabilities and optimize wealth. Our proactive tax planning ensures your business retain more income while staying compliant with regulations.
Comprehensive Business and Personal Tax Solutions
Our team crafts tailored tax strategies. From deductions to credits, we help businesses achieve greater financial efficiency.
Business Growth Strategies
Strategic Financial Planning for Sustainable Growth
Protect Your Team with Group Life Insurance
Why Work With Sequoia Advisory Services
We support our clients by offering:
- Qualified Plan Experience: Knowledge in retirement plan structures and fiduciary considerations
- Independent Guidance: Our recommendations are not tied to proprietary products
- Regulatory Awareness: Planning that takes into account your fiduciary responsibilities and compliance requirements
- Workforce Education: Tools to support employee engagement and financial literacy
Disclaimer: Sequoia Advisory Services does not guarantee outcomes.
Investment and tax strategies involve risks and may not be suitable for all clients. Past performance is not indicative of future results.
About Our Team
