Futurity Disclosures & Policies
This page is designed to provide essential and necessary information to the public. We aim to ensure transparency and keep our audience informed about important updates and requirements. Your understanding awareness are our priorities, and we appreciate your attention to this vital information.
DBA
Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered
Investment Adviser (RIA). Futurity Retirement Advisors is not a registered financial services company and
is independent from Sequent Planning. Advisors are registered with Sequent Planning as independent
contractors and not employees of Sequent. Insurance products, Legal, Tax and Accounting advice are
not offered through Sequent Planning.
Reviews
Testimonials provided by current clients of Futurity Retirement Advisors. Compensation was not provided. Conflicts of interest do not exist between Futurity Retirement Advisors and the clients.
Google reviews
Google Reviews provided by current clients of Futurity Retirement Advisors. Compensation was not provided. Conflicts of interest do not exist between Futurity Retirement Advisors and the clients.
Web
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 investment strategies.
Additional information about Sequent Planning and our Advisors is also available online at www.adviserinfo.sec.gov or https://brokercheck.finra.org/.
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.
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Not all of the products and services referenced on this site may be available in every state.