About Sentinel Financial Planning, LLC
Sentinel Financial Planning, LLC is a trusted financial planning firm providing expert guidance to clients on achieving their financial goals. Founded in 2008, the firm has been helping individuals and families navigate the complex world of finance for over a decade.
How Does the Advisor Help Clients – Key Takeaways:
- Comprehensive financial planning services
- Personalized investment strategies tailored to individual goals
- Expert guidance on retirement planning, tax planning, estate planning, and more
- Access to a team of experienced financial professionals
- Regular reviews and updates to ensure financial plans are on track
Facts and Insights
Sentinel Financial Planning, LLC is a Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission (SEC). This means the firm must meet strict regulatory requirements and adhere to a fiduciary standard of care, placing the client’s interests above their own. As of 2020, the firm manages over $500 million in assets for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 12 years |
Financial Services Offered
Sentinel Financial Planning, LLC provides a wide range of financial services to help clients achieve their goals. These services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance and risk management
- Education planning
- Business planning
Client Types
The firm works with clients from all walks of life, including high-net-worth individuals, families, and businesses. They also offer specialized services for members of the medical and dental professions.
Fees & Compensation
Sentinel Financial Planning, LLC operates on a fee-only model, meaning they do not receive commissions or compensation based on the sale of specific products. Instead, their fees are based on a percentage of the assets they manage, ensuring their interests are aligned with their clients’.
Background
The team at Sentinel Financial Planning, LLC is made up of experienced financial professionals with a range of certifications and qualifications. They are dedicated to ongoing education and keeping up to date with the latest trends and strategies in the financial industry.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor, Sentinel Financial Planning, LLC is required to disclose any potential conflicts of interest or disciplinary actions. They have a clean record with no disclosures to report.