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Mose W

ChFC®, Series 63

Hoover, AL

Sequent Planning, LLC

Mose Witt is a financial advisor at Sequent Planning, LLC with 28 years of industry experience. He holds the ChFC® designation and the Series 63 license. Witt’s prior roles include work at Allstate Insurance Company and periods of self-employment in financial services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework with diversified manager exposures and provides ongoing investment communications to clients.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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