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.
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.
“It is my mission to positively transform the lives of those I serve. Each and every client we engage is viewed as a prized relationship where we invest our imagination, experience and the full breadth of our expertise and service.”
– Corey Schneider CFP AIF ®, Founder of Sentinel Solutions