Most firms focus on ways to have clients fit into certain asset allocation and planning strategies with consistent holdings and entities that enable the broker or team to serve a massive number of clients and accounts.
At Sequent, we do not have blanket asset allocation strategies or boilerplate personal financial or trust/estate templates. For each client family, we review your unique goals and hopes, your specific concerns and risks, your assets and earnings, and from this personal data, an allocation strategy and comprehensive personal financial plan is custom designed, recommended and implemented.