Financial Strategies & Services

"People don't plan to fail; they fail to Plan." 

Any good financial plan requires execution and resources. At Centinel Financial Group, LLC, we have an open architecture of products and services from a wide array of investment and insurance companies to support the unique aspects of your financial plan.

With changing economic conditions and market swings, we advocate investing sensibly over the long run within an agreed upon level of risk tolerance. We then work with you to maintain a level of insurance coverage to help protect your investment assets, your current lifestyle, and your long-term financial goals. We work with you side-by-side so that you’re confident in and comfortable with the financial suggestions we make.

Some of the services we offer to support your financial plan include:  

Investment Products & Services
Our investment products and services will help you achieve your financial goals at every stage of your life. These include retirement plans such as Traditional IRAs, Roth IRAs, SEPs, SIMPLEs, 401(k)s and profit sharing plans, college savings accounts such as UTMA, UGMA custodial accounts, Coverdell, and section 529 plans, and general taxable, tax deferred and tax-favored wealth building accounts. Additionally, we offer wrap programs for sophisticated money management.Program fees are charged as a percent of a client's assets under management.  We also have access to nearly 200 different mutual fund families. 

Life Insurance
We offer high quality, competitively priced Life Insurance products, including Permanent, Term,  and Variable policies. Our protection portfolio supports the different needs of individuals, families, small businesses and corporations alike.

We offer high quality, innovative Annuity Products to help support your wealth accumulation and retirement income distribution needs. Choose from deferred and immediate annuities at variable and fixed rates of return.

Long-Term Care Insurance
Comprehensive Long Term Care Insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities. Our Long Term Care Insurance portfolio helps support the protection of your retirement and wealth portfolio as well as helps foster your estate conservation plan.

Health and Disability Income Insurance
Attracting and retaining employees, as well as supporting the stability of the business owner, is among they key drivers of employee benefit plan design. We offer competitive individual and employer sponsored Health Insurance, Disability Income Insurance and Group Life and Long-Term Care Insurance. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck