By Brian Bloxom, ChFEBCSM
Managing money is an art form—one which many people struggle with on their own. Thankfully, working with the right financial advisor can sometimes make all the difference.
We’ve been honored to be a part of your financial journey. And if you’re reading this today, we have a humble request: If you know someone who could benefit from our services, please send them our way.
Many of our clients only found us because a trusted friend or colleague recommended our firm. Without our loyal client base, we wouldn’t be where we are today.
Who We Help
Most financial advisory firms focus on a particular niche. We at Sentinel Wealth Partners primarily serve three groups of clients:
Individuals Nearing Retirement
Saving is a key part of preparing for retirement. However, a comprehensive retirement plan involves more than just saving your money. It should also include:
- Shielding your assets
- Adjusting your investment strategy dynamically
- Anticipating inflation and changes in the cost of living
- Finding ways to make your retirement income last
If you know someone who is trying to build a stable retirement, our financial advisors may be able to lend a hand.
Business Owners Who Have Company Retirement Plans
Business owners who offer retirement plans to their employees don’t just have to manage their own retirement funds. They must also select high-quality benefits that attract top performers without taking up too much of the budget.
The team at Sentinel Wealth Partners has more than 25 years of experience helping business owners curate and manage employee retirement plans. If you know a business owner who is currently navigating this challenge, there’s a good chance we can help.
Federal Employees
Our financial advisors also assist clients with federal retirement plans. As a Chartered Federal Employee Benefits Consultant℠ (ChFEBCSM), I’ve completed extensive training on federal benefits programs. I also stay on top of constantly changing federal benefits to offer superior service to my clients.
If you know a federal employee who has questions about their retirement plan, Sentinel Wealth Partners can provide the answers.
How Potential Clients Decide Whether We’re the Firm for Them
Choosing a financial advisor is an intensely personal decision. Our clients trust us with their hard-earned money, and we don’t take that trust lightly.
We want potential clients to have a chance to get to know us in a relaxed, no-obligation consultation. That’s why we offer a complimentary 30-minute Q&A session for those considering working with our financial advisors.
Potential clients don’t have to do anything to prepare for the call, but we generally suggest jotting down any specific questions they have. During a typical introductory call, we’ll discuss the following:
Specific Financial Questions
Each introductory call is tailored to the individual we’re talking to, and we often take an in-depth look at their financial questions.
Worries About the Financial Future
Our financial advisors always want to know a new client’s worries. We’ll do what we can to address those fears when we create a custom financial plan.
Investment Goals and Concerns
A solid investment strategy is an essential element of any retirement plan. Once we have a sense of a would-be client’s investment goals, we can start formulating a strategy that works for them.
Help Our Financial Advisors Help Others
At Sentinel Wealth Partners, we aim to help as many people as possible develop personalized retirement plans. We need your help to do that.
If you know someone who you think would be a good fit for our firm, encourage them to get in touch with us. And as always, if you have questions or concerns about your finances or retirement plan, our financial advisors are ready and willing to help.
Reach out to us today by calling our office at 703-832-0164, sending an email to brian@sentinelwealthpartners.com, or using our online calendar.
About Brian
Brian Bloxom is an Independent Financial Advisor, Chartered Federal Employee Benefits ConsultantSM (ChFEBCSM) and Chartered Retirement Planning Counselor℠, CRPC® professional with 25 years of experience in financial advising. He founded Sentinel Wealth Partners to serve retirees, individuals approaching retirement, and individuals managing complex retirement plans such as company plans or federal benefits plans. His expertise and dedication to helping his clients achieve their goals make him a trusted resource that will help you feel confident in your customized retirement plan. Brian’s mission is to be available to his clients—all the time. He’s here to solve your problems, relieve your anxiety, and give you optimism for retirement. Because ultimately, your retirement should be about well-deserved enjoyment, and not about stress or anxiety. When he’s not working, you can find Brian spending time with his wife, Jessica, and their two sons, Spencer and Preston. He enjoys coaching soccer, serving in his community, golfing, and relaxing at his vacation home at Lake Anna, VA. To learn more about Brian, connect with him on LinkedIn.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Sentinel Wealth Partners and Cambridge are not affiliated. Sentinel Wealth Partners is not engaged in the securities business. Cambridge does not offer tax or legal advice.