Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Sentinel Advisory Group LLC is an independent firm. Independence means we are able to provide our clients with services and products that best fit their circumstances and individual needs. We offer a deep and strong list of services including:
Investments and Securities
- Mutual Funds
- Equities
- Exchange-Traded Funds (ETFs)
- Annuities
- Certificates of Deposit (CDs)
- Fixed Income Securities
Insurance Services
- Life Insurance
- Long-Term Care Insurance
- Disability Insurance
- Life Insurance Policy Audit
Consulting Services
- Fee-based asset management solutions
- Estate Planning
- Beneficiary Designations
Retirement Planning
- Traditional IRA
- Roth IRA
- Rollover IRA
- SIMPLE IRA
- SEPs
- 401(k)
College Funding
- Savings Plans