Our Services
Strong financial outcomes start with clear numbers and informed strategy. Our services integrate tax advisory, financial planning, and fractional CFO support to help individuals and businesses understand their financial position, plan ahead, and make confident decisions. From proactive tax strategy to business financial oversight and protection planning, we deliver coordinated guidance under one umbrella.​
Choose a service below:
Comprehensive Wealth Management
Managing wealth goes beyond growing assets—it’s about protecting them, mitigating risks, and making informed decisions that align with your long-term financial goals. We provide strategic investment management, risk analysis, and tax-efficient strategies to help you build, preserve, and transfer wealth with confidence. Whether you’re planning for retirement, managing a business, or preparing for future generations, we create personalized solutions that adapt to your evolving needs.
Retirement Planning (Individuals or Business)
Planning for retirement isn’t just about saving—it’s about ensuring financial security and peace of mind. We help you develop a strategy that accounts for income longevity, inflation, and tax-efficient withdrawals so you can enjoy your retirement without financial stress. Whether you’re years away from retiring or already transitioning, we provide the expertise to help you maximize your savings and create a sustainable income plan.
Tax Services
(Individual and Business)
Our tax services are designed to support both individuals and businesses with accurate preparation and proactive strategy. We take a comprehensive approach that goes beyond filing to help clients understand their tax position, plan ahead with intention, and make informed financial and business decisions. By combining compliance with forward-looking tax strategy, we help reduce unnecessary tax exposure, manage risk, and create clarity year-round — not just at tax time.
Through Sentinel Advisors Group, tax services are coordinated with financial planning and business advisory support, ensuring tax decisions align with broader personal and business goals.
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Our Tax Services Include:
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✓ Individual tax preparation
✓ Business tax preparation
✓ Proactive tax planning and strategy
✓ Multi-year and forward-looking tax planning
✓ Business owner and self-employed tax planning
✓ Multi-state tax considerations
✓ IRS notices and correspondence support
✓ Tax compliance and reporting guidance
Estate and Wealth Transfer Planning
Preserving your legacy requires careful planning to ensure your wealth is transferred smoothly to future generations. We assist with estate structuring, tax-efficient gifting, and trust planning to minimize burdens on your heirs while ensuring your wishes are honored. By taking a strategic approach, we help you protect your assets, reduce estate taxes, and create a lasting impact for your loved ones.
Insurance options
Life is unpredictable, but your financial security shouldn’t be. Our insurance strategies provide protection against life’s uncertainties, ensuring you and your family are financially prepared for the unexpected. Whether it’s life insurance, disability coverage, long-term care planning, or annuity strategies, we help you safeguard your wealth and maintain financial stability in any situation.
Investment Management
Growing and protecting your wealth requires a strategic, well-managed investment approach. We design personalized investment strategies that align with your financial goals while adapting to market changes. Through active portfolio management, risk mitigation, and tax-efficient investing, we help you maximize returns and minimize potential risks. With continuous oversight and performance monitoring, we ensure your investments remain on track to secure your financial future.​
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Investment Management Services Include:
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✓ Portfolio Analysis
✓ Personalized Investment Strategies
✓ Active Portfolio Management
✓ Risk Management
✓ Performance Monitoring
✓ Tax-Efficient Investing
Business Owner Services
Business decisions are strongest when they’re supported by clear financial insight and forward-looking strategy. Our business advisory services are designed to help owners improve financial visibility, plan with intention, and navigate tax and operational decisions with confidence. By integrating tax strategy, financial planning, and business financial leadership, we support smarter decision-making and long-term business stability.
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