Your financial journey is personal to you, which is why your plan should consider your unique situation. 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 your financial journey starts with understanding 5 core principles: budgeting, managing debt, building emergency savings, retirement planning, and protecting you and your family.
By helping you create a solid plan, Sentinel can help you achieve your goals in the following key areas.
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!
2/20/2025
Breaking Down Pros, Cons of 'Super Catch-Up' Contributions
2/10/2025
Thoughtful Beneficiary Planning
2/5/2025
Investment Strategies to Help Navigate Turbulent Markets
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
