Discover Sentry Group Wealth Partners!

The right solution begins by identifying your needs. Our process is designed to PUSH individuals and business owners to do the things they already know they should be doing. Protecting your assets, maximizing tax efficiencies and ensuring retirement strategies are in place for yourself and your employees. We are here to provide real solutions with a full and transparent Holistic Approach.

Introductory Meeting

Your official introduction to Sentry Group Motivating Success; who we are and what we do.

Discovery

An information gathering session. Information from this meeting will be used to create your Holistic Solution.

Analysis Meeting

The necessary team members will discuss your unique situation and determine where we can add the most value. We will determine the direction your Holistic Solution should take.

Presentation of your Holistic Solution

Sentry Group will outline the opportunities and provide a cost benefit analysis for each proposed solution. We will provide an implementation plan and a timeline.

Are you ready to get started?
Contact us to book your Introductory Meeting.