What We Do For You

"An intelligent plan is the first step to success."

 


Consultation and Analysis

First, we simply get to know you. With our solid experience, knowledge and dedication, you can be assured that we will understand your personal business goals and translate them into customized solutions.

We take your input and conduct a thorough analysis of your current financial situation. In order to offer you truly comprehensive service, we coordinate with your attorneys, accountants and other advisors to help provide a strategy that is meaningful to you.

Complete, Reliable Solutions

Depending on your stage of life and financial concerns, we help you find the appropriate solutions for issues such as funding for retirement, education funding, tax-advantaged investing, protecting your assets and your family, and organizing your estate. 

Services and products include:

  • Asset allocation and portfolio building
  • Retirement funding solutions 
  • Survivorship protection
  • Asset protection
  • Long term care insurance
  • Estate conservation
  • Disability income insurance

Monitor and Review

Our relationship doesn't end with the implementation of your financial strategy. We will meet with you on a regular basis to monitor your evolving needs and goals in light of  changes in economic markets, tax laws and more. We will then help you make systematic changes as appropriate. We pride ourselves on this commitment and look forward to strengthening our relationship with you as our client over many years.

Our Value to You

  • Allowing for financial stability during college years and retirement
  • Providing protection when a family loses a primary wage earner
  • Delivering independence if you are disabled
  • Offering dignity if a loved one or you can no longer take care of yourself
  • Comfort while ensuring a legacy
  • A feeling of satisfaction, knowing a plan is in place

Our financial analysis and recommendations are not intended to replace the need for independent tax, accounting or legal review. Individuals are advised to seek the counsel of such licensed professionals. Centinel Financial Group, LLC, John Hancock, Signator Investors, Inc., nor any of its affiliated companies provide specific tax or legal advice.