Is Your Financial Strategy Fully Aligned?
Building and protecting financial stability takes more than isolated decisions. It requires coordinated tax strategy, thoughtful financial planning, and proactive business guidance. Sentinel Advisors Group brings these services together under one umbrella to help individuals and businesses move forward with clarity and confidence.
Comprehensive Financial Strategy
We take a holistic, strategy-first approach to financial planning by aligning tax strategy, financial planning, business advisory, and wealth management. Our goal is to ensure each part of your financial picture — from income taxes and estate planning to investments and financial records — works together to support long-term clarity, stability, and informed decision-making.
Premium Finance Life Insurance
.png)
Our approach to premium finance life insurance offers a smart, cost-efficient way to secure substantial coverage. By utilizing specialized financial strategies, we help you safeguard your wealth while ensuring long-term protection for your family’s future.
Our Approach: Bringing Together Tax Strategy and Financial Planning
Our approach brings together proactive tax advisory, thoughtful financial planning, and business guidance to help individuals and businesses make informed decisions with confidence. By viewing taxes as the foundation of financial strategy, we help clients reduce unnecessary tax exposure, plan ahead with intention, and build financial stability over time.
Sentinel Advisors Group connects these services under one umbrella, so every financial decision is supported by clarity, coordination, and a long-term perspective.
Our Services
Balancing income taxes, estate taxes, and investment strategies to work harmoniously is essential for your financial well-being. Our comprehensive financial planning services ensure that all aspects of your financial life are working together seamlessly.
Comprehensive Wealth Management
Balancing income taxes, estate taxes, and investment strategies to work harmoniously is essential for your financial well-being. Our comprehensive wealth management services ensure that all aspects of your financial life are working together seamlessly.
Transfer of Wealth
We ensure your wealth is transferred efficiently to future generations through strategic estate planning, gifting strategies, and generational tax planning—helping you protect your legacy while minimizing tax burdens.
Retirement Services for Individuals & Business Owners
We provide comprehensive tax preparation and proactive tax strategy for individuals and businesses navigating complex financial decisions. Our approach goes beyond annual filing to help clients understand their tax position, plan ahead with intention, and reduce unnecessary tax exposure.
Comprensive Insurance Plan Options
Protecting your future starts with the right insurance solutions. We offer a range of strategies, including life insurance, disability insurance, long-term care coverage, and annuities, to help safeguard your wealth and provide financial security for you and your loved ones.
Business Owner Services
Balancing income taxes, estate taxes, and investment strategies to work harmoniously is essential for your financial well-being. Our comprehensive wealth management services ensure that all aspects of your financial life are working together seamlessly.
1,400+
Clients
Satisfied Clients Nationwide
2
Offices
New York and Florida
40
Years in Business
Helping Clients Build Lasting Wealth
Why choose us?
Financial success isn’t driven by a single decision — it’s built through informed planning and coordinated strategy. At Sentinel Advisors Group, we focus on helping individuals and businesses navigate complex tax and financial decisions with clarity and confidence. Our approach prioritizes proactive tax strategy, thoughtful financial planning, and coordinated guidance designed to reduce unnecessary tax exposure and support long-term stability.
By bringing tax preparation, strategic planning, financial planning, fractional CFO services and risk management together under one umbrella, we help clients understand the full impact of their decisions and move forward with confidence — knowing their financial strategy is aligned and working cohesively.
Comprehensive financial solutions for both personal and business needs—all in one place.
What Sets Us Apart:
-
40 Years of Experience: Decades of expertise guiding clients through complex financial decisions.
-
Peace of Mind: Strategies designed to protect your wealth and secure your future.
-
Comprehensive Financial Solutions: From tax planning to retirement and investment management, we cover it all.
-
Business Services: We provide specialized tax, financial strategy and fractional CFO services for business owners and entrepreneurs.
-
A True Partnership: A hands-on, client-first approach to wealth management.
-
Client-Focused & Dedicated: Your goals are our priority, and we’re committed to your success.
Florida Corporate Headquarters
7551 Wiles Road, Suite 104
Coral Springs, FL 33067
P: 954-368-9664
New York Office
1393 Veterans Memorial Highway, Ste. 307S Hauppauge, NY 11788
P: 631-390-4300 | F: 631-812-1406
Contact us:
Send your message:
