“We believe in doing what’s right for the client, first and foremost,” says Joe Wirbick, President of financial planning company Sequinox. “I founded Sequinox 15 years ago because I wasn’t happy with the way most financial companies were putting their needs before clients’ needs.”
“We educate clients about their options and make financial planning stress-free,” Wirbick explains.
Sequinox helps clients make life-changing plans for retirement, social security, entrepreneurship and investments. “Lately we’ve had a resurgence of clients wanting to lower their tax expense,” Wirbick explains. “We don’t just focus on managing assets; we manage clients’ bottom lines so they can keep more of their money. It’s not what you make, but what you keep, that’s important.”
Wirbick has even authored a financial self-help book. Everything They Never Told You about Retirement hit number one on Amazon’s 2016 international bestseller list.
“Growing up in Lancaster County, I always wanted to own a business,” Wirbick says. “To achieve this goal in my hometown is overwhelming. People in the Susquehanna Valley work hard for their money; it’s rewarding to help them protect it.”
Sequinox | 941 Wheatland Ave., Suite 301 | Lancaster, PA 17603 | www.sequinox.com | 717-397-7957