Our Retirement Planning services are customized specifically for you to meet your current and future needs and help you to reach your financial goals.
We will review such information as your net worth, cash flow, budgeting, and current investment strategies. Our goal is to ensure your retirement strategy, including your risk management plan and tax reduction strategies, are aligned with your financial goals.
Retirement does not work if you are guessing at it. If you "think" you are on track, that "assumption" may risk the well being and enjoyment of this time you have worked so hard to realize.
Sentinel will show you concrete analysis of where your retirement is headed and we can find ways to optimize your assets and investments to unlock opportunities you did not know were possible.
This is too important to leave to chance. We can remove the uncertainty.
Sentinel Wealth & Tax knows that without sound tax planning, what we make in the market can be clawed back by the government.
Our CPA team will plan for your tax needs year around. Not only do we prepare your return, but we are constantly running tax projections and thinking through the timing of your investments and financial needs to maximize the tax savings.
Our process ensures no strategy is missed, and no favorable tax rates are un-utilized.
Lets evaluate your insurance needs and ensure you have the coverages you need at a price that makes sense.
At the end of the day, insurance is about risk. We are planning for the uncertainty of life. While you may have significant wealth, some life events can put that wealth at risk.
We do not sell insurance products, so when we tell you that you are under/over insured, you know it is the truth.
Every investment comes with risk. Equities often require taking on more risk than a bond, which in turn takes on more risk then cash.
Finding the portfolio mix that achieves the goals while enduring the lowest amount of risk is key to stabilizing wealth and performance.
At Sentinel, we can assign every investment a risk score. And through that process build a collection of investments that increase in value and provide strategic probabilities of success.
Your Snapshot® dashboard will not only show you all of the investments and assets we manage, but all your interests in one simple to understand summary.
It is not uncommon for our clients to have multiple asset managers and investments that need to be aggregated from time to time to form household balance sheets and data across several platforms.
Snapshot® can do all of that and more for you.
Knowing and planning for cash needs is a vital requirement for families when their investments are not liquid or during times of market volatility.
The best cashflow strategies require families to be creative with their spending so that they have the money they need all while their investments are in place to maximize return.
Lending, margin, buy vs lease are all questions we can help answer as the needs arise.
Want to see your entire picture in one place? That is what Blueprint™ can do for you.
See net worth, goals, income and expenses, budget information, savings and more using interactive visuals and easy to understand reports to know where your money is and where it is going.
This is a great report to use with other family members and other advisors.
Retirement planning is intended to provide you with income when you stop working and is an extremely valuable asset.
Without a retirement plan, you may have no other option other than to keep working past the average retirement age, as it is more and more unlikely Social Security will provide you with enough income.
Let us help you put together a plan to reach your financial goals.
Click below to schedule a complimentary meeting with us to hear about what we can do for you
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