Sentinel Products
Financial Tools
As an independent financial planner, we use a mix of these high performing tools to ensure you reach your wealth destination. We can choose the right products for your plan—without pressure from brokers to promote their products.
- Mutual Funds
- Stocks
- Bonds
- Annuities
- IRAs
- Money Market
Insurance
How much insurance do you need? What kind of insurance is best? We’ll answer these questions together as we assess and plan your financial road map together.
- Term Life Insurance
- Permanent Life Insurance
- Individual Health Insurance
- Estate Planning
- Disability Insurance
Mortgage
Real Estate is a large part of most families’ asset base. There is a time to refinance, and a time to find liquidity in your property. Is now your time? Should you be buying property? Let’s determine your possibilities together.
- Refinance
- Purchase
- Line of Credit
Sentinel Services
Financial Planning
Let us map the road to your financial dreams today. Our financial planning services include:
- Wealthcare™
- Holistic Life Planning
High Net Worth Investing
Could your business be healthier? Wealthier? Our High Net Worth Investing experts can advise you on:
- Deferred Comp
- Direct Participation Programs
- Tax Shelters
Business Services
Yes, small company employees can enjoy the same benefits as the larger companies offer! We can handle your group employees’ benefits including:
- 401k
- Group Health Insurance
- Key Man Insurance
- Buy/Sell Assistance
Group Education
We regularly visit community and company groups, and present at expos and seminars. Let us know if we can assist you.
- Group Presentations
- Topical Seminars
- Education Series
- Employee Education
