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About Us

CAREFULLY CRAFTED INVESTMENT SUPPORT

I work to give my clients peace of mind and a clear plan for the future. That includes helping with health and life insurance, clarifying Medicare options, and evaluating retirement planning tools. I help individuals, families, and businesses with a wide range of goals and budgets because everyone deserves to feel financially secure. My process starts with discovering your goals and thoroughly assessing your situation. We can review your existing insurance coverage or start from scratch with any questions you have. You will have everything you need to make well-informed decisions.

Financial planning and investment advisory services offered through Sequent Planning, LLC, an SEC Registered Investment
Adviser (RIA). Sequent Planning also conducts business as Futurity First Wealth Management, Elevus and Quvant.
Investing involves risk including the possibility of losing some or all of your initial investments. This brochure is for information
purposes only and does not represent any solicitation or recommendation of any specific investment or strategy. 

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©2021 by Egan Financial Services. 

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