About Us

Sentinel Financial Solutions, Inc. is a financial services boutique firm that specializes in the needs of entrepreneurs, owners of small- and mid-size businesses, senior level executives, and specialty physicians.

For both individuals and businesses, our focus is on the creation, protection, and growth of financial assets. Whether your objective is to save your company money on health insurance premiums, to protect yourself from unnecessary financial loss, to decrease your business tax expenses, or to successfully transition your business assets to your family, we can develop the creative financial solutions for your everyday problems.

Every day our clients rely on us to make recommendations and implement solutions that address the needs of their overall financial lives. And every day, our team-based planning process delivers flexible, unbiased solutions.

As respected professionals in the area of wealth creation, tax minimization, retirement planning, and employee benefits and retention planning, we abide by all industry standards and regulations – and have the ability to work with your current financial professional partner or to recommend specialists at your request.

Sentinel Financial Solutions, Inc. is a financial services boutique firm that specializes in the needs of entrepreneurs, owners of small- and mid-size businesses, senior level executives, and specialty physicians.

Every day our clients rely on us to make recommendations and implement solutions that address the needs of their overall financial lives. And every day, our team-based planning process delivers flexible, unbiased solutions.

As respected professionals in the area of wealth creation, tax minimization, retirement planning, and employee benefits and retention planning, we abide by all industry standards and regulations – and have the ability to work with your current financial professional partner or to recommend specialists at your request.

CFP® Certification: The standard of excellence

Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task.

Although many professionals may call themselves “financial planners,” CFP®professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest.

Most people think all financial planners are “certified,” but this isn’t true. Anyone can use the title “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism. And because they are held to a fiduciary standard of care when providing financial planning services, a CFP® professional is required to act in your best interest.

Education

Unlike many financial advisors, CFP® professionals must develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university offering a financial planning curriculum approved by CFP Board. Applicants may also satisfy the education requirement by submitting a transcript review or previous financial planning-related course work. Or, they can show that they have attained certain professional designations or academic degrees that cover the important subjects in CFP Board’s financial planning curriculum.

Examination

CFP® professionals must pass the comprehensive CFP® Certification Exam, which tests their abilities to apply financial planning knowledge to real-life situations. The exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. This comprehensive exam ensures that a CFP® professional is highly qualified to develop a plan for your finances.

Experience

CFP® professionals complete several years of experience related to delivering financial planning services to clients prior to earning the right to use the CFP® certification trademarks. This hands-on experience guarantees that CFP® professionals have practical financial planning knowledge, so you can count on them to help you create a realistic financial plan that fits your individual needs.

Ethics

When it comes to ethics and professional responsibility, CFP® professionals are held to the highest of standards, as outlined in CFP Board's Standards of Professional Conduct. They are obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in CFP Board’s Code of Ethics. The Rules of Conduct require CFP® professionals to put your interests ahead of their own at all times and to provide their financial planning services as a “fiduciary”—acting in the best interest of their financial planning clients. CFP® professionals are subject to CFP Board sanctions if they violate these standards.

What makes AIF® designees different?

Is the investment advice you are receiving really in your best interests? Unless your advisor understands and follows a fiduciary process, you can’t really be sure. Even those investment professionals who are required to act as fiduciaries might not have the experience or training to prepare them for this enormous responsibility. Only Accredited Investment Fiduciary® (AIF®) Designees have been certified specifically for their ability to follow a fiduciary process with their clients’ best interests at heart.

Here are some attributes that make AIF® Designees different from other advisors or financial professionals:

Experience. Designees are required to provide documented industry and educational experience to qualify for the designation.
Education. Designees must complete the Accredited Investment Fiduciary® (AIF®) Training, which covers the Prudent Practices® for managing fiduciary assets for wealth, nonprofit and retirement clients.
Examination. Designees must pass an examination to prove comprehension of the Prudent Practices® and ability to act in the best interest of clients.
Ethics. Designees adhere to a Code of Ethics and Conduct Standards that show a commitment to a higher degree of industry professionalism.
Continuing Education. Designees commit to keeping their knowledge and skills sharp by completing annual continuing education requirements.

We look forward to learning more about your needs, and invite you to contact our founding team to set up an exploratory consultation.

Request a consultation right now and start to architect a bigger future.

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