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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What’s the Difference Between Medicare and Medicaid?
Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.
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Grandparent 529 Plans Get a Boost Under New FAFSA Rules
Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.
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Are You a HENRY? Consider These Wealth-Building Strategies
High earner, not rich yet (HENRY) refers to young professionals with big incomes and little savings. Find out how HENRYs might grow wealth.
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Are You Ready to Cancel Your Cable TV?
Do streaming services make you contemplate cutting the cord? Read about some features, benefits, and limitations to consider before doing so.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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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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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.