Question 1

What is the "Sentry Method" and how does it benefit small business owners?

Accepted Answer

The Sentry Method is the company's unique approach to providing comprehensive small business advisory services. It aims to bring together all the necessary expertise, such as bookkeeping, tax preparation, financial advising, and legal planning, under one roof to help small business owners achieve their goals.

Question 2

How does the company help with wealth creation and protection?

Accepted Answer

The company offers services tailored to help clients succeed in keeping, growing, and protecting their hard-earned wealth. This includes tax-savvy investing, financial coaching, investment protection strategies, and comprehensive estate planning to create a lasting legacy.

Question 3

What makes the company's services different from traditional advisors?

Accepted Answer

Unlike traditional advisors who work in silos, the company's "family office" approach brings together all the necessary expertise to help clients achieve their goals. This integrated approach ensures that all the advisor's efforts are aligned and focused on the client's best interests.

Sentry Law, Wealth & Tax

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About Sentry Law, Wealth & Tax

Frequently Asked Questions about Sentry Law, Wealth & Tax

What is the "Sentry Method" and how does it benefit small business owners?

How does the company help with wealth creation and protection?

What makes the company's services different from traditional advisors?

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