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Plan Your Retirement With Confidence

Retirement should be a time of freedom, not financial uncertainty. At Futurity Retirement Advisors, we help individuals and families create clear, strategic retirement plans designed to protect what they’ve built and support the life they want to live. Through personalized guidance and disciplined financial strategies, we help turn years of hard work into long-term security.

Asset
Protection

Protecting your wealth is just as important as growing it. We incorporate safe money strategies alongside disciplined investment management to help reduce risk, preserve your assets, and provide greater stability in changing markets.

Legacy
Planning

Your legacy is more than just assets—it’s the impact you leave behind. We help you create a plan to transfer your wealth efficiently and according to your wishes, while supporting the people and causes that matter most to you.

Healthcare &
Medicare Planning

Healthcare costs can be one of the most significant uncertainties in retirement. We guide you through important decisions like Medicare coverage and long-term care planning, helping you protect your assets and prepare for the unexpected with confidence.

Income
Protection

A reliable income is the foundation of a confident retirement. We help structure your assets to create sustainable, tax-efficient income streams while guiding key decisions like Social Security timing to support your lifestyle over the long term.

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About Us

Futurity Retirement Advisors is a boutique firm supported by a national organization, combining personalized service with the strength and resources of a broader network. We work closely with families, retirees, and business owners to provide financial planning, insurance guidance, and coordinated investment strategies tailored to their goals.

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Upcoming Events

DON'T MISS THESE OPPORTUNITIES

  • Tue, May 19
    Webinar
    May 19, 2026, 12:00 PM – 1:00 PM
    Webinar
    In this informative session, we’ll break down what estate planning really means, the powerful benefits it can provide, and the most common myths that often prevent people from getting started. You’ll learn about practical tools that can help protect what matters most.
  • Thu, May 28
    Central Point Parks and Recreation
    May 28, 2026, 5:30 PM – 6:30 PM
    Central Point Parks and Recreation, 235 S Haskell St, Central Point, OR 97502, USA
    Learn how Social Security determines your monthly benefit, if Social Security will meet your income needs, and how to fill in the gaps between what you will receive in Social Security and what you really need.
  • Wed, Jun 10
    Webinar
    Jun 10, 2026, 12:00 PM – 1:00 PM
    Webinar
    Join us for a must-attend session for Arisa Health employees to uncover the true cost of long-term care, explore your options, and start building a plan to protect yourself and your loved ones.
  • Thu, Jun 25
    Central Point Parks and Recreation
    Jun 25, 2026, 5:30 PM – 6:30 PM
    Central Point Parks and Recreation, 235 S Haskell St, Central Point, OR 97502, USA
    Learn how to protect your assets, avoid probate, and create a more secure, tax-efficient retirement plan in this informative workshop.
  • Thu, Jul 16
    Central Point Parks and Recreation
    Jul 16, 2026, 5:30 PM – 6:30 PM
    Central Point Parks and Recreation, 235 S Haskell St, Central Point, OR 97502, USA
    Learn how Social Security determines your monthly benefit, if Social Security will meet your income needs, and how to fill in the gaps between what you will receive in Social Security and what you really need.

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.

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.
Not all of the products and services referenced on this site may be available in every state.

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This email and its attachments are for the exclusive use of the intended recipients, and may contain proprietary information and trade secrets of Alliant Insurance Services, Inc. and its subsidiaries. This email may also contain information that is confidential, or otherwise protected from disclosure by contract or law. Any unauthorized use, disclosure, or distribution of this email and its attachments is prohibited. If you are not the intended recipient, let us know by reply email and then destroy all electronic and physical copies of this message and attachments. Nothing in this email or its attachments is intended to be legal, financial, or tax advice, and recipients are advised to consult with their appropriate advisors regarding any legal, financial, or tax implications.

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