John Spoto

Background

About John Spoto

Sentry Financial Planning is a fee-only advisory firm specializing in small business retirement planning, retirement planning for individuals and families, and investment planning. We work for you, not the financial institutions. We don’t sell financial or insurance products of any kind, nor do we accept or pay commissions or referral fees. Our loyalty is only to you, we are paid only by you, and we act solely in your best interest. Sentry helps you organize your finances, establish your goals and develop a plan to reach them. Our goal is to ensure you have a sound plan in place so you can feel secure about your future. We work with people who believe the way to build and preserve financial security is through careful planning, saving, and making informed financial decisions. We have no minimum asset, income, or net worth requirements. Most of our clients choose a broad-based financial plan. Although there is no obligation to do so, many of our clients choose to work with us on an annual retainer basis that includes plan implementation, ongoing financial advice and investment management. Whatever your needs, we apply the same thorough approach to provide the personal attention you expect and deserve. We keep our fees simple and affordable so you can make an informed decision and only pay for the level of service you need. We can help you select the option that provides you the most value for your money and you will always know the cost in writing before the engagement begins. Our process is straightforward and organized. Once you engage our services we provide you a list of the documents we need, review and analyze your information, clarify any remaining issues, and build your plan. Once completed, we present the plan, discuss our analysis and recommendations, and address any questions you may have. Before you leave the meeting you will have a thorough understanding of your financial situation and your financial plan.