Sentry Financial Planning, LLC


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A successful retirement doesn’t happen by default. It happens by design.
Guiding you to and through retirement 

A successful retirement doesn't happen by default. It happens by design.

Most people want to maintain their pre-retirement lifestyle once they stop working. However, living in retirement requires a different set of strategies than saving for retirement. The major challenge clients face is converting a nest egg accumulated over a lifetime of work into an income stream that will last for as long as they live. We guide you through the transition from the workforce and then throughout your retirement to ensure that your income and investments are aligned with your spending needs. 

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Primary Office

150A Andover St Ste 8 Danvers, MA 01923-5308 Phone: (978) 475-2533 Fax: (978) 475-2374