Sequent Planning Competitors

Strategic Planning Group is evolving! We’re now part of an elite, unified national organization – 1847Financial. Penn Mutual was founded in 1847. The name 1847Financial represents the deep connection to Penn Mutual history and our unwavering commitment to our founding principles of mutuality. Our commitment to our financial professionals and clients we serve remains stronger than ever. • 1847Financial is a national organization of financial services firms that delivers the value of Penn Mutual and our broker dealer/RIA, HTK, to financial professionals choosing to be affiliated with a strong mutual company. • 1847Financial has extensive dedicated resources enabling firms to deliver customizable support for building strong and sustainable financial practices • 1847Financial firms are dedicated to a client-first approach to life insurance and wealth management, with dedicated business planning, coaching and support in their local markets. We are the destination of choice for high-performing, growth-oriented, financial professionals, and their teams, looking for a primary company affiliation partner with Penn Mutual and our broker/dealer, HTK. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC. (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer, or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd. | Horsham, PA 19044, USA.|800-873-7637, www.htk.com 1847 Financial and Strategic Planning Group is unaffiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. 5068342RLB_Oct24

Actionable Strategies is a boutique consulting firm with a unique perspective of solution offerings and thought leadership. We specialize in key items on the executive agenda and solutions that drive performance improvement, lower total costs and manage risk. By applying best practices and cross industry experience, we enable our clients to formulate winning strategies and execute them effectively. Our practitioners have proven themselves in business strategy, globalization, alignment, turnarounds and M&A. They have created the operational organizations, processes and technologies to provide competitive advantage, market agility and global scale. Our approach combines agility with full project lifecycle/proven delivery methodology to ensure the most efficient delivery of an optimal solution. By applying experience with a variety of disciplines including Lean, Six Sigma and Agile, we are able to lower the total cost profile and not sacrifice quality or throughput for lower unit cost. Based in New York City with correspondent offices in China, the firm’s team has delivered hundreds of successful engagements globally. Our strategic alliances also enable us to execute projects in all major business cities.

Currently, Strategic Solutions continues to serve a wide variety of corporate clients with an expanded offering of consulting services in document-centric disciplines including Requirements Analysis, Document Strategies, Document Engineering, Document Systems Strategies, Document Applications Programming, and Project Management. Strategic Solutions, LLC is the natural successor to Strategic Solutions, Inc. (SSI). Strategic Solutions, Inc. was a Sub-S Corporation with stock closely held by seven shareholders. In 1997, to enable the shareholders to liquidate their investments in the company in a straightforward, equitable way, Strategic Solutions, Inc. was dissolved. Then, Strategic Solutions, LLC was formed by the former principals of SSI.