Since 1967, individuals, families and businesses have chosen to work with Centinel Financial Group for the relationships and trust that we build. What this means is that our dedicated team will share a process that will help you realize your personal goals and maximize your opportunities. The real benefit of working with our firm is the clarity, confidence and capability you will gain in your financial security and in helping protect what matters to you most.
In your service.
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| Mark C. Sullivan | Earle W. Pitt, Jr., CLU, ChFC | |
| Managing Partner | Managing Director |
Newsletters
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Early Retirement and Your Tax-Deferred Savings
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
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HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
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Survivor Benefits Provide a Financial Lifeline
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.