Retirement Planning
Create a plan that gives you confidence your money and goals will be met.
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At Sentinel Wealth, our advisors always put your needs first. We’re here to educate and solve problems.
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We are a Southwest Florida wealth management firm located in Bonita Springs. Our advisors 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 protect your financial health, we will create a customized plan that will give you confidence and peace of mind about your 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 2005 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
Click below to schedule a complimentary meeting with us to hear about what we can do for you
Our comprehensive services provide a customized solution to meet your goals and needs. We will help you devise a plan, walk you through the implementation, then monitor with regular updates and meetings.
Choose the best investments for your risk tolerance and income needs.
LEARN MORECreate a plan that gives you confidence your money and goals will be met.
LEARN MOREImplement the best distribution and tax mitigation ideas for your specific situation.
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