Disclosures

Registration status

Sequence & Co. LLC ("Sequence & Co.") currently provides business advisory and consulting services. Investment advisory services are not yet offered: Sequence & Co. intends to register as an investment adviser, and until that registration is effective it does not provide investment advisory services and does not hold itself out as a registered investment adviser.

Not advice

Nothing on this website is investment, tax, legal or accounting advice, or an offer or solicitation to buy or sell any security or product. Content is educational and general in nature and does not account for your specific circumstances. Sequence & Co. is not a law firm or a CPA firm.

Insurance

There is no separate implementation fee for insurance placed through us. We receive commissions from the insurance carrier. We explain our compensation before you decide, and you may choose another provider. Premiums and product terms still apply. A commission is a conflict of interest; disclosing it lets you weigh it.

Insurance products are offered through Sequence & Co. LLC where it is licensed. Product availability varies by state and by carrier, and guarantees are backed by the claims-paying ability of the issuing insurer. Annuities are not FDIC insured. Quote & Apply is provided by BackNine, a separate company; online quotes are estimates and final premiums are set by the carrier after underwriting.

Names and products

Sequence Advisory, Sequence Insurance and Sequence Business are brand names of Sequence & Co. LLC. PFOS is a separate software product with its own subscription and terms. Projections and calculators are illustrative and not guaranteed.

What you send us

Please do not send account numbers, Social Security numbers, health information or policy documents through website forms. We will arrange a secure way to share anything we need.