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 strategies 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.
For the past 21 years, Adam has been dedicated to finding a cure and adding tomorrows to the lives of those affected by Cystic Fibrosis. Adam participates in the annual Cystic Fibrosis Cycle for Life by organizing and leading Team Centinel in the annual ride. A heartfelt thank you goes out to everyone who has donated and cycled for a cure! To learn more about the foundation, click here.
Adam M. Sachs, CFP® Once Again Named
Multi-Year Five Star Wealth ManagerSM for 2019
As seen in the February 2019 Issue of Boston Magazine
Centinel Financial Group, LLC is pleased to announce that Adam M. Sachs, CFP®, CLU®, ChFC®, CLTC has been selected as a Five Star Wealth ManagerSM for 2019 from an independent survey conducted by Five Star Professional. Adam is a multi-year consecutive winner and his selection is featured in the February 2019 Issue of Boston magazine. Five Star Professional identifies wealth manager award candidates through firm nominations, peer nominations and industry qualifications. The candidates are then evaluated on 10 objective eligibility and evaluation criteria, including client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. This selective process demonstrates the caliber of the individuals who are named Five Star Wealth ManagersSM.
The Five Star Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. For more information on the Five Star award, click here.
Newsletters
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Five Red Flags That Raise the Odds of an Audit
Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.
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Consider a Roth Conversion for Tax-Free Income
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
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Prices and the Economy
Low inflation may seem like good news, but it has a darker side. See which factors might be driving down inflation in the United States.
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Stay-at-Home Spouse? Consider a Spousal IRA
Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.