Joe Elsasser CFP

Joe Elsasser, CFP®, RHU, REBC

Joe Elsasser is the Managing Partner of Sequent Planning LLC, a Registered Investment Advisor located in Omaha, Nebraska. He has been involved in the insurance and financial services industry since 2001 as an advisor, a marketer, and a coach.

A Certified Financial Planner (CFP®), Registered Health Underwriter (RHU), Registered Employee Benefits Consultant (REBC), licensed Investment Advisor Representative, and licensed insurance agent, Joe helps prospective retirees maximize the inevitable tradeoffs between social insurance programs such as Social Security and Medicare, insurance options, such as long-term care, life insurance and annuities, investment options such as stocks, bonds, mutual funds, exchange traded funds, and a variety of alternative investment options in light of tax and estate planning concerns.

He has been quoted or featured in various publications including US News & World Report, USA Today, The Wall Street Journal, Kiplinger, and Money, and he has been interviewed on PBS stations. He is also the creator of Social Security Timing®, a software package that helps advisors identify optimal Social Security claiming strategies for their clients.