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
-
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?
-
Don’t Let a Disaster Keep the Lights Off Forever
As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
-
The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
-
Municipal Bonds
Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.