Financial Advisor for Business Owners

As a financial advisor for business owners in Maryland, our goal is to help you navigate the challenges that come with managing your retirement plan and investments.

Business owner searching for financial advisor.

Services for Business Owners

Employee Retirement Plan

As a business owner, offering a retirement plan can help you attract and retain top talent, reduce your tax burden, and provide a way to save for your own retirement. With a range of options available, including 401(k) plans, SIMPLE IRA plans, SEP IRA plans, and payroll deduction IRA plans, choosing the right plan for your business can feel overwhelming. That’s where we come in. At Sentinel, we provide the right guidance and support to help you make the best choice for your business and employees.

401(k) Plans: One of the most popular retirement plans offered by employers today, 401(k) plans allow both employers and employees to contribute to the plan. Our flexible program designs can meet your specific needs, and our safe harbor 401(k) plans don’t require nondiscrimination testing. Plus, all employer contributions are deductible as business expenses.

SIMPLE IRA Plans: A great option for businesses that don’t currently have a retirement plan, SIMPLE IRA plans provide a cost-effective strategy for employees to save for their future. At Sentinel, we help you navigate the process so your plan meets your business’s needs.

SEP IRA Plans: Ideal for self-employed workers and small-business owners, SEP IRA plans offer a simple and inexpensive way to save for retirement. Trust Sentinel to provide you the expertise and guidance needed to set up a plan that works for you.

Payroll Deduction IRA: If you’re looking for a way to help your employees save for retirement without the responsibilities of a full benefit plan, a payroll deduction IRA may be the right choice for you. Our team works with you to set up a plan that meets your employees’ needs.

Estate Planning

At Sentinel Financial Planning, we understand that estate planning is a crucial aspect to honor your final wishes and keep your loved ones safe in case of an unexpected event. Our team works closely with you to help you create a comprehensive estate plan that takes into account your unique personal and financial circumstances.

Estate planning is not just for the elderly, it’s important for anyone, regardless of age, marital status, or family structure. By taking control of your estate planning now, you can be confident your affairs will be handled according to your wishes when the time comes.

The titling of your property is an important step in the estate planning process, as it affects how your assets can be transferred in the event of your passing. Our team can guide you in making informed decisions about how to title your property, taking into account tax benefits and risk protection.

Various documents make up a comprehensive estate plan, including wills, healthcare directives, powers of attorney, and trusts. Each document serves a specific purpose and addresses a specific situation. Whether you need a will, trust, or any other document, our team can help you determine which ones are right for you and help you create a plan that aligns with your goals and wishes.

Investment Management

At Sentinel Financial Planning, we understand the importance of growing and safeguarding your business’s assets. That’s why we offer knowledgeable investment management services, tailored to meet the unique needs of your business.

Our team works closely with you to develop a customized investment strategy that takes into consideration your business’s specific goals, risk tolerance, and time frame.

Whether you’re looking to build long-term wealth or obtain short-term gains, we have the knowledge and resources to help you pursue your financial goals. With our comprehensive approach to investment management, you can feel confident in the future of your business and its assets.

Why Choose Sentinel Financial Planning?

Tailored Experience

We provide a personalized and individualized experience for business owners like you, meeting your specific needs.

This offers a higher level of satisfaction and confidence in all your financial decisions.


We stay in regular contact with you, providing insight into financial topics, explaining topics thoroughly, and never leaving you in the dark.

This open line of communication helps foster a long-lasting relationship built on trust and honesty.

Comprehensive Planning

Finally, we offer a wide range of financial planning services, including employee retirement planning, estate planning, and investment management. Pursue all your financial goals with confidence.


Resources For Your Financial Journey


Choose Sentinel to Guide Your Business's Financial Future