You’ve reached a point in your financial life where every decision is more critical than ever. You need a trusted advisor with the technical knowledge and wisdom gained from experience to guide you through the myriad of financial decisions that you are facing. You need more than just investment advice or a retirement plan or the right tax solution – you need an integrated plan to make all those things work in harmony.
Sentinel’s team is highly experienced, credentialed and well equipped to manage the most complex of financial situations. We’re experts at integrating and organizing all areas of your financial life and we enjoy the challenge of developing, and implementing, an integrated plan to help you reach your financial goals. Of course, this is no easy task. That is why we have assembled an experienced staff with recognized and respected professional designations such as the CPA, ChFC, CLU and CFP.
Along with our own highly experienced staff, we have long standing relationships with the right independent specialists for each area of your financial life. This enables us to assemble and manage the right team of professionals for any situation that you might be facing. From investment management to retirement and estate planning, we’ll help make sure that your financial house is completely in order.