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serving the midwest and beyond

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Michigan

License # 0090442

Our team is dedicated to providing insurance throughout

the Midwest and financial advisory services in all states.

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Florida

Texas

North Carolina

License #L109827

License #1834231

License #10000254937

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Ohio

Indiana

Tennessee

South Carolina

Virginia

Georgia

Kentucky

Arkansas

License #42578

License #3002986700

License #1432929

License #749653

License #2388165

License #1909865697

License #130581

License #234435

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Illinois

License #100352892

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West Virginia

License #1001313

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New York

License #LA-1865576

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Pennsylvania

License #662032

Our Locations

Michigan -Corporate Office

​6964 W Q Avenue Kalamazoo, MI  49009

855-205-4928

269-903-2510

Hours:

M-TH 8:00am -3:00pm

Friday 8:00am – Noon

Florida

8891 Brighton Lane Ste 123

Bonita Springs, FL 34135

239-319-3062

Hours:

By Appointment only

Texas

99 Trophy Club Drive

Trophy Club Texas, 76262

855-205-4928

Hours:

By appointment only

Contact Us

BOOK YOUR CONSULTATION 

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​Financial planning and investment advisory services are offered through Sequent Planning, LLC (Sequent), a Registered Investment Adviser (RIA) through the Securities and Exchange Commission (SEC). Investment
Adviser Representatives (IARs) are registered with Sequent Planning as independent contractors and not employees of Sequent. Joe Garcia is a registered IAR of Sequent.
Safeharbor Management Group is not affiliated with Sequent.

 

This site may contain links to articles or other information that may be on a third-party website. Sequent Planning LLC is not responsible for and does not control, adopt, or endorse any content contained

on any third-party website.

 

Sequent Planning LLC does not provide tax advice. The tax information contained herein is general and not exhaustive by nature. Federal and state laws are complex and constantly changing.

You should always consult your own legal or tax professional for information concerning your individual situation.

 

The information provided on this website is for educational purposes and does not intend to make an offer of solicitation for the sale or purchase of any specific products, investments, or strategies.
 

This site is published for residents of the United States only. Sequent Advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.

Not all of the products and services referenced on this site may be available in every state and through every Advisor listed. For additional information please contact the Advisor(s) listed on the site.

Additional information about Sequent Planning and our Advisors is also available online at www.adviserinfo.sec.gov or https://brokercheck.finra.org/.

You can view our firm’s information on these websites by searching for Sequent Planning or by our firm CRD number 160381.

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