Sequoia Financial Advisors, Inc.

01/25/2014

Sequoia Financial Advisors - together with David Dorn, of The Dorn Agency - is sponsoring a luncheon to discuss the Affordable Care Act (ACA), Health Care Exchanges, and important implications for individuals and businesses.

Here’s a copy of the recent article which David, and his daughter Kristin, recently published in Arizona Foothills Magazine.

http://www.arizonafoothillsmagazine.com/features/health/5987-what-the-affordable-care-act-obamacare-means-for-arizona-residents-.html

The frustration is mounting with health insurance. The website is a mess. The premiums are higher than many expected. And there’s a lot of misinformation out there, which is not making it any easier. Here are the highlights of what Arizonans need to know about health insurance changes.

11/20/2013

The second issue of our Participant Newsletter is now available. Take a look! http://www.sequoiaadv.com/participant-newsletter/december-participant-newsletter/

CLICK TO VIEW our December 2013 Participant Newsletter or click the image below

09/27/2013

Take a look at the first issue of our retirement newsletter! Our goal is to provide you with brief articles and information that will help you build a strong financial future.
http://www.sequoiaadv.com/participant-newsletter/september-participant-newsletter/

Click to view our September 2013 Participant Newsletter or click the image below

08/23/2013

08/16/2013

We were recently awarded the 2013 Five Star Wealth Manager Award, take at look! http://www.pageturnpro.com/Five-Star-Professional/51637-2013-PHOWM-Michael-Fischer/index.html #1

08/16/2013

Check out our latest economic update! http://www.sequoiaadv.com/market-commentary/2nd-quarter-economic-review/

Market Review Most global markets saw negative returns for the quarter amid uncertainty surrounding economic growth and central bank policy. The US was one of the standout markets with a positive q...

09/14/2012

6 mini-articles about Social Security that every person should be aware of... http://www.sequoiaadv.com/social-security/

Electing Social Security income benefits may be the most important money decision Americans make in their lifetime. Filing early could mean forgoing thousands—in some instances as much as hundreds-of-thousands—of dollars in total lifetime income benefits to individuals and families. Research sources...

09/14/2012

www.sequoiaadv.com

We are an independent, fee-based financial planning and investment advisory firm located in Phoenix, Arizona. Sequoia embraces its role as a fiduciary to both individual clients and qualified plan clients. We firmly believe that serving as a fiduciary is a relationship of sacred trust that requires ...