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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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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Living Benefits Can Help Counter Retirement Risks
Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.
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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
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Consider a Roth Conversion for Tax-Free Income
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
Calculators
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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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Savings Accumulation
Estimate the future value of your current savings.
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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.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.