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Our financial wellness program is designed to suit each person’s unique situation, ensuring that everyone can benefit, regardless of their financial journey. Whether someone is just starting to budget or is an experienced investor, our services are tailored to meet diverse needs.
Success comes from having a plan, which is why we've built our program around 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.
Medical expenses – both now and in the future – may be a major source of financial stress for you.
Meet My Planners
Nathan Gurchak
Associate Financial Planner
Ross James
Senior VP, Wealth Management
Jesse Malik
Financial Planner
Amber Martignetti
Wealth Management & Operations Manager
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
