Our ServicesPERSONAL PROSPERITY SERVICES
Sentio’s seasoned team of personal prosperity strategists are ready to assist you in creating the financial solutions that make the most sense for you and your business.
Whether creating business succession plans, owner/key person benefit packages or funding buy-sell agreements, our Sentio team can guide you to make sound and cost effective decisions. Put our knowledge to work for you.
- Legacy & Charitable Gift Planning
- Retirement Planning
- Business Succession Plans
- Owner/Key Person Benefits
- Buy/Sell Agreement Funding
- Business Financing Liaison