Broker Check
781-446-5009
gbernet@centinelfg.com
Client Portals

Everyone Has A Path. We Can Be Your Guide. 

Your financial future is about more than money. As you navigate life’s turns, a strong grasp of your wealth’s potential will help you feel empowered to achieve your goals.

GET STARTED

If Not Today, Then When?

The best time to begin planning for your future may have been yesterday, but good news, there is no time like the present to get the wheels in motion!


Focused On A Partnership

Focused On A Partnership

We understand how overwhelming everything can be when it comes to your finances. With an emphasis on partnership, we set the path together for your life's journey and support your needs with resources all along the way. 

One Size Fits All Isn't A Good Fit For Your Financial Future

We offer a customized approach to ensure that each clients unique situations are accounted for.

Financial Planning

Financial planning is the foundation for all other areas, which may include goals based or comprehensive planning. The roadmap is created and regularly updated to reflect changing circumstances for our clients.

Asset Manangement

We create tailored strategies to fit our client's individual goals, tolerance for risk and time horizon. Services may include: investment advisory services, tax-sensitive investment management, specialized separately managed account access.

Protection

Financial management and success is more than building wealth and assets, but also protecting it. We assist clients with a variety of protection services such as life insurance, disability insurance & long term care insurance to ensure they feel protected against the unknown.

Legacy Planning

Proper legacy planning is a key element of a successful retirement plan. We can assist you in planning your legacy in several ways based on your unique desires and make it a point to ensure our client's next generation and/or respective heirs feel taken care of.

GET STARTED

Who Do We Serve

Below you’ll find snapshots of situations of client's we have helped to enhance their financial freedom. 

Focused On A Path To A Brighter Future

Focused On A Path To A Brighter Future



Jen and Sean are married with one young child with goals of getting their financial affairs in order for themselves and their growing family. Click below to learn more about how we can help them.

Learn more
Financially Independent &#38; Retire Happy<br/>

Financially Independent & Retire Happy



Grace is a widow with two children and several grandchildren. As she approaches retirement, making this kind of a transition she wants to ensure she is well set-up with an income distribution plan. Click below to learn more about we could help her.

Learn more
Building, Protecting &#38; Passing Your Living Legacy

Building, Protecting & Passing Your Living Legacy



Frank and Melissa did well with planning for and setting themselves up for retirement. Now, they would like to get their legacy plan in place for their next generation and philanthropic goals. Click below to learn more about how we could help them.

Learn more

Helping Our Clients Stay On Path

Our aim is to keep you focused on your goals and in the know with up-to-date articles and videos to help you stay informed and on the right path.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
Learn More

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
Learn More

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?
Learn More

Want to learn more about what we do? Reach out here or give us a call.

Thank you!
Oops!