Your Financial Future

Planning for the future means planning for life’s surprises – the good, the bad and the beautiful.

Consider how you will manage your employer-provided benefits while transitioning from one workplace to another.

Planning ahead for retirement means setting long- and short-term financial goals in the framework of a changing picture.

Medical expenses – both now and in the future – may be a major source of financial stress for you.

Owning a home is exciting but buying a home can be stressful. Sentinel can help simplify the process.

As your children move into adulthood, you want to make sure they are financially secure.

Life insurance is essential when it comes to protecting your family’s financial future.

Talking to your parents about their future care can be tough. The bottom line is you need to have a plan, for your sake and theirs.

You can minimize financial pressures during life changes by planning how you will allocate your resources during the transition.

Meet Your Planners

Nicholas Ockenga

Financial Planner

Brogan O'Connor

VP, Financial Planner, Private Client Group

Tim Payne

Senior Financial Planner

Fabiana Pereira

Senior Financial Wellness Educator

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