Retirement & Cashflow Planning
Document cash needs and use AI driven insights to prepare for market volatility and unexpected expenses.
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At Sentinel Wealth, our advisors help your descendents implement your legacy.
We document every activity your loved ones will need to know how to perform, from banking to turning on the pool heater.
LEARN MOREDocument cash needs and use AI driven insights to prepare for market volatility and unexpected expenses.
LEARN MORELow cost ETF investments and tax return preparation that ensures your plan is implemented correctly.
LEARN MOREClick below to schedule a complimentary meeting with us to hear about what we can do for you
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We are Southwest Florida Life Planning Advisors located in Bonita Springs. Our professionals are dedicated to helping you through all of your financial life cycles. Whether you are still working and saving for retirement or retired and need to plan for the next phase, we will create a customized consciousness that will give you confidence and peace of mind about your family's future.
We understand that each and every client we serve has unique needs and goals. Our advisors will ensure you receive personalized services to help you reach them.
From portfolio creation and management, to retirement planning, budgeting and tax considerations, we are committed to helping you reach the financials goals that are important to you and your family.
Christopher Ragain began his career with KPMG, LLP in the personal financial planning department assisting ultra high net worth clients with investment selection and tax management.
In 2003 he brought his experience to SWFL with one focus in mind; help his clients achieve their goals by anticipating their needs and having a deep understanding of what matters to them most
Our core values and guiding principles compose the foundation for every relationship with our clients. We are a registered investment advisory firm that will go above and beyond our role of fiduciary to find opportunities to strengthen your financial wellness.
We believe managing wealth is more than investments, it is about ensuring a clients legacy, and peace of mind for the future.
