Sequent Planning Information

Sequent Planning partners with independent financial advisors to help them grow, thrive, and better serve their clients. We provide strategic support, resources, and a collaborative culture that empowers advisors to stay independent while expanding their impact. Join a team committed to elevating advisory businesses and delivering meaningful financial guidance. IMPORTANT DISCLOSURES: Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). Sequent Planning conducts business as Futurity First Wealth Management (FFWM). Advisors are registered with Sequent Planning as independent contractors and not employees of Sequent. Futurity First insurance Group (FFIG) and Sequent Planning are wholly owned subsidiaries of Senior Market Sales (SMS). Insurance products, Legal, Tax and Accounting advice are not offered through Sequent Planning. The Best Financial Advisory Firms 2026 recognition was given on April 15, 2026, by USA Today and Statista. Receipt of the ranking is based on recommendations from clients, industry experts, and financial advisors, and on the firm’s development in assets under management (AUM). To be eligible, firms must be registered as an investment advisory firm (RIA firm) with the SEC and/or at state level for at least one year, maintain a principal office in the United States, have a clean disciplinary record, provide financial planning or portfolio management services to individuals and/or small businesses, and manage more than $500,000 in AUM. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.