Doug Cerson and Tim Duquette designed Sentry Group in order to fill a gap. "Our research indicates that people and companies are increasingly challenged to navigate their way through the daily bombardment of options in our complex world," Tim explains. "Everyone can relate to that. The missing link, we believe, is a virtual map that defines success and offers clear, comfortable choices on how to get there. The first step is to make sure all client resources are involved; the client's lawyer, accountant, wealth manager and other trusted advisors to ensure no stone is left unturned."
For Your Benefit
"It's holistic," adds Doug. "Rather than single streams of advice from individual parts, we bring those voices to the same table, often for the first time and help everyone speak the client language, about the client vision, as a valuable client team.
All professions have their own terminology, acronyms and perspectives that make their work easier when talking with their peers. Sometimes it's as if they each came to us from different planets. It can be challenging to understand their meaning and to fully grasp how certain valuable input relates to the big picture, particularly if that picture has not yet been painted. The best way to make good use of good advice is to share it so it can be viewed by many disciplines through the client lens."
Clarity Brings Comfort
The process becomes a collaboration of interacting parts with a common focus; a practical strategy that integrates your financial objectives with your personal goals. Sentry Group's approach ensures that all points of view are simplified and presented clearly to bring the client into the conversation. By engaging existing client advisors, everyone benefits from each other's talents and expertise. They examine details from every point of view. Sentry Group is like the coach who sees the big picture and makes sure all the players are following the game plan. Tim and Doug orchestrate those conversations and develop a clear, fully integrated plan that encompasses all perspectives and advice. As Doug says, "Our unique approach empowers our clients; we work with them to direct all resources of the team in the implementation of plans that best address their needs.
A New Beginning
This isn't about theory; it's a practical guide for achieving life goals. That involves adjusting behaviour in order to avoid following the same old ways that accomplished too little in the past. That positive shift is not easily accomplished, and is only possible with a workable plan. It's often about embracing the freedom to change in order to achieve one's dreams. Continual monitoring is also crucial to success. Having someone like Sentry Group onside ensures the plan is in gear, easily sustainable and continues to perform the way it's expected to perform. Such an approach removes anxiety and builds confidence once a good plan is solidly in place and flexible enough to accommodate the changes that are inevitable. And now the future has a good chance.