Integrated Resources Network Expansion
Sentry Retirement has expanded the “Integrated Resources Network” with the addition of Sentry and E3 Tax Services.
Our team is growing with the addition of Bob Perotti, CPA,CFE; Carla Meyer, CPA; and Christine Engels, Accountant. We are excited to have their many years of experience and expertise as a part of the “Integrated Resource Network”.
Clients in the distribution phase cannot easily recover from down markets, or significant losses of their assets. At this critical stage, the rules change.
In addition to professional financial advisors, our team consists of a CPA and an Elder Law Attorney to craft individualized estate plans and tax reduction strategies.
See the risks that are specific to retirees and how we minimize these risks.