Comprehensive Personal Financial Plan

Comprehensive Personal Financial Plan

Winning Bid: $500
Value: $2,500
Item #: 1120
Bids: 1
Bidding on this item has closed!
Wondering if you're on track for retirement? Concerned about the cost of college? Wondering if your investments are allocated properly? Sentinel Wealth Management can help answer these questions for you by providing a comprehensive financial plan to address the following areas: retirement, investment, education, estate, and insurance planning. We will meet twice by phone or in person in our Reston office – first to understand your situation and again to review the plan we develop for you. Sentinel Wealth Management is a Registered Investment Advisor and we do not sell products such as insurance or annuities. Our singular focus is to expertly grow, steward, and protect your personal wealth to help you prepare to live your lifeⓇ. We have been featured in Washingtonian Magazine and others as one of the Top Fee-Only Advisory Firms in the area.
The financial plan must be completed by 10/30/2019