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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Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
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Why Family Businesses Should Have Succession Plans
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
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Could You Be Responsible for Your Parents’ Nursing Home Bills?
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
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Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.