Welcome to Centinel Financial Group, LLC, the office of Adam M. Sachs, CFP®. We look forward to assisting you in the accumulation and protection of your wealth. Our practice provides a range of financial planning, investment and insurance solutions for individuals, families, executives, and small businesses. We strive to stay on the cutting edge of changes in today's marketplace, so that your financial plan can stay current with legislative, insurance and investment developments. We encourage you to explore these opportunities further, and to browse through the pages of our website to learn more about our practice and our firm.  

 


Adam M. Sachs, CFP
® Named FIVE STAR
Wealth Manager for 2010


Centinel Financial Group, LLC is pleased to announce that Adam M. Sachs, CFP®, CLU®, ChFC®, CLTC has been selected as a FIVE STAR Wealth Manager for 2010. His selection was featured in the February 2010 Issue of Boston Magazine. An independent firm surveyed by mail and phone more than 100,000 high-net-worth consumers in the Boston
area and subscribers of Boston Magazine. Wealth Managers
were evaluated on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction. Finally, Wealth Managers were reviewed by a blue-ribbon panel comprised of knowledgeable individuals within the financial services industry. The resulting list of 2010 FIVE STAR Wealth Managers represents less than 7 percent of wealth managers in the Boston area.

Click here to view a video on the 2010 FIVE STAR Wealth Manager
Nomination and Selection Process


Click here for the 2010 FIVE STAR Wealth Manager Announcement
in Boston Magazine, February 2010



Professional Designations:

  • Certified Financial Planner (CFP®)
     
  • Chartered Life Underwriter (CLU®)
     
  • Chartered Financial Consultant (ChFC®)
     
  • Certified Long-term Care Consultant (CLTC)


Professional Credits:

  • Speaker, Ashland Business Association, "Small Business Opportunities",
    May 2009
  • Speaker, John Hancock Financial Network, "Long Term Care Planning Strategies", May 2009
  • Feature article in Life Insurance Selling on "Being a Center of Influence to Centers of Influence", January 2009
  • President, NAIFA (National Association of Financial Advisors) Massachusetts, 2009-2010 Calendar Year
  • Speaker, Salem State College Institute for Continuing Education for Accountants, October 2008
  • Intervied by Ashland's Local Cable Access Channel, Ashland Business Association Member Spotlight, 2006
  • Speaker, Long Term Care Forum on Long Term Care Planning Strategies
  • Past member and contributing editor of the Review Board for Certified Long Term Care specialist Board (CLTC)
  • Past speaker on financial planning for Federal employees
  • Articles

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  • Glossary

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Savings Goals

How much do you need to save each year to meet your long-term financial goals?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Lease Interest

What's the interest rate on the lease you're considering?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

TIPS for Fighting Inflation

Although inflation has been fairly quiet over the past few years, it remains a perennial concern for investors because it reduces the value of money over time.

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

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September 03, 2010 @ 11:08 AM

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