Dedicated to driving your business forward
Our team offers tailored financial solutions that empower you to achieve sustainable growth and long-term success.
Our team offers tailored financial solutions that empower you to achieve sustainable growth and long-term success.
401(k)
The importance of a solid retirement plan in securing your financial future is immeasurable. Our comprehensive 401(k) solutions are designed to empower both employers and employees by providing a robust retirement savings platform that ensures peace of mind and a comfortable retirement.
We believe that the cost of employee benefit self-service is priceless in terms of both dollars and employee morale. Through our holistic approach, we empower businesses to offer competitive benefits packages that align with their employees’ needs and enhance overall employee satisfaction, contributing to a more harmonious and productive workplace.
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Business Expansions & Financing
When it’s time to expand your business or explore new opportunities, you should have access to the right financing solutions. Our team has deep expertise in business financing and can assist you in securing the capital you need to fuel growth. Whether it’s exploring traditional loans, venture capital, or alternative financing options, we’ll guide you through the process, ensuring you make informed choices that align with your goals.
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Succession Planning & Exit Strategies
Planning for the future of your business is vital to its success, particularly when it comes to succession planning and exit strategies. With the expertise of our Certified Exit Planning Advisor (CEPA®), Corey Schneider, our dedicated team specializes in creating tailored plans that facilitate a seamless transition and secure the long-term success of your company.
CEPA® signifies a deep understanding of the complexities involved in business transitions, ensuring that clients receive strategic guidance tailored to their unique needs. With Corey’s expertise as a CEPA®, clients can confidently embark on their succession journey, knowing they have a trusted advisor by their side, dedicated to their financial future.
Clients can expect to work closely with our team to develop a clear roadmap, implement tax-efficient strategies, and design effective succession plans that align with the vision for the future. With our guidance, you can confidently navigate the path to a successful exit and leave a lasting legacy for your business.
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Employee Benefits & Retirement Programs
Attracting and retaining top talent is important for any business. Our team can help you design and implement competitive employee benefits and retirement programs that not only meet the needs of your employees but also align with your business objectives. From health insurance and retirement savings plans to employee wellness initiatives, we’ll assist you in creating a comprehensive benefits package that sets your business apart.
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Strategic Tax Mitigation
Navigating the complexities of taxation can be very difficult. But, our team is here to help you effectively manage your tax obligations. With our expertise in tax planning and mitigation, we work diligently to identify opportunities to minimize your tax burden while ensuring compliance with applicable laws and regulations. Whether it’s implementing tax-efficient structures, leveraging available deductions, or exploring incentives, our goal is to optimize your tax position and maximize your financial resources. Trust our experienced team to provide strategic tax guidance tailored to your unique business needs, helping you achieve sustainable growth and prosperity.
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Risk Management and Insurance Solutions
Safeguarding your business from potential risks is one of the most important steps in running a company. Our risk management and insurance solutions are designed to protect your business assets, employees, and operations. We’ll assess your risk profile, identify potential vulnerabilities, and recommend comprehensive insurance coverage tailored to your specific needs. With our expertise, you can have peace of mind knowing that your business is protected against unforeseen events.
LET US BE YOUR SENTINEL
Expert Money and Cash Management
We develop a robust money management strategy tailored to your specific needs.
Our job is to help ensure that your plan is by design, not by default. Sentinel’s team of subject matter experts will work with you to craft a vision of your future and develop a plan to get you there. We will be there every step of the way, working to protect, save, grow, keep, and deliver your finances to the people and causes you care about.