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 a passion for knowledge and education with recognized and respected professional designations such as the CPA, ChFC, CLU, CFP and MS in Taxation.
Along with our own 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 in order.
