Sentinel Wealth Management’s mission is to partner with you to clarify your goals, develop an action plan, and equip you to take charge of your financial life. Our approach includes the traditional fee-based asset management as well as the ability to provide advice on an hourly basis. A full plan (the most cost-efficient) includes all four of the areas listed below, but advice can be provided unbundled and on an as-needed basis.
- Cash Flow / Retirement / Wealth Planning
- Investment Analysis
- Life Insurance Sufficiency
- Estate Planning Advice/Design