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Your financial journey is personal to you and you deserve a plan that considers your unique situation. Navigating your financial journey starts with understanding 5 core principles: budgeting, managing debt, building emergency savings, retirement planning, and protecting you and your family. Whether you are just getting started or closing in on your retirement years, Sentinel’s services are customized to build your unique strategy.
Confidence in reaching your destination starts with a solid plan and Sentinel can help you achieve your goals in the following key areas.
Understanding how to manage income and expenses.
Preparing for a financially secure retirement by contributing to retirement accounts and understanding retirement needs.
Effectively managing and reducing debt to avoid financial strain and improve credit health.
Setting aside savings for future needs or emergencies.
Protecting against unforeseen events with appropriate insurance coverage to safeguard assets and income.
Meet My Planners
David Batchelder
Senior Investment Officer
Dan Bernardo
VP, Financial Planner, Private Client Group
James Bremis
Financial Planner
Jim Carnevale
Partner
Check out the latest posts from our Trends With Benefits blog!
Need Help?
Speak with one of our Financial Planners today! Sentinel can help you:
- Establish a financial plan
- Prioritize your needs and your goals
- Prepare for both the short-term and for retirement
- Protect your loved ones with life insurance
