How does the advisor help clients – Key Takeaways:
SENTRY FINANCIAL PLANNING, LLC provides comprehensive financial planning services to clients, helping them achieve their financial goals and secure their financial future. With a team of experienced and knowledgeable advisors, they offer personalized and holistic solutions to meet each client’s unique needs.
Facts and Insights:
SENTRY FINANCIAL PLANNING, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm has been in business since 1995, and has grown to manage over $500 million in assets under management (AUM). With a team of 5 advisors, they are able to provide individualized attention and support to their clients.
SENTRY FINANCIAL PLANNING, LLC takes a comprehensive approach to financial planning, considering all aspects of a client’s financial situation including investments, retirement planning, insurance, tax planning, and estate planning. They also offer ongoing portfolio management and regular check-ins to ensure their clients’ financial plans stay on track.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | Since 1995 |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Insurance Planning
- Tax Planning
- Estate Planning
- Ongoing Portfolio Management
Client Types:
SENTRY FINANCIAL PLANNING, LLC works with a diverse range of clients including individuals, families, and small business owners. Their services are tailored to meet the specific needs and goals of each client, regardless of their investment level or financial situation.
Fees & Compensation:
SENTRY FINANCIAL PLANNING, LLC follows a fee-only compensation structure, meaning they do not receive commissions for recommending specific investments or products. This allows them to provide unbiased and objective advice to their clients. The firm charges a percentage of AUM for their services, with fees typically ranging from 1% to 2% of assets under management.
Background:
The team at SENTRY FINANCIAL PLANNING, LLC is made up of experienced and knowledgeable financial advisors, each with their own area of expertise. They are committed to staying abreast of the constantly changing financial landscape and guiding their clients towards financial success.
Financial Advisor Disclosures to Know:
As a registered investment advisor, SENTRY FINANCIAL PLANNING, LLC is held to a fiduciary standard, meaning they must always act in the best interest of their clients. Additionally, they have a clean record with the SEC and no disciplinary actions have been taken against them.