Sentinel Wealth Management

Sentinel Wealth Management local Sentinel Wealth Management is owned and operated by Matt Ramos. He began his career in 2010 after selling a small business he established.

Matt served honorable in the United States Air Force from 2000-2005 and deployed in support of Operations Enduring Freedom and Iraqi Freedom. After working with a wide variety of clients during his first year as an advisor, Matt realized he thoroughly enjoyed helping people meet their financial independence goals through administering and managing their savings plans. It didn’t take long for Matt

to recognize how important these retirement plans are to people, but how overwhelming they can become. With that in mind, Matt designed his practice to help individuals and businesses accomplish the following as it relates to their retirement plans…
o Saving time by shopping the market for the most suitable plan providers. o Maximizing the savings potential for the owner(s) and employees through thoughtful plan design. o Having a complete understanding all of the costs associated with a plan by providing a breakdown of all fees and charges. o Minimizing risk and exposure to market declines. o Holding annual educational meetings with employees/individuals to ensure they are aware of their investment options and how they can best manage their savings. Matt holds the following licenses: Series 7, 66, and Life Insurance Licenses.

10/28/2015

Now is a great time to consider your relationship with your current boss--could it be improved, or maximized in some way?--or what kind of notes you might want to strike with your next one.

10/27/2015

A long read, but definitely worth it!

10/27/2015

Check it out!
10/26/2015

Check it out!

New data shows longevity continues to increase, putting more pressure on Americans to save for retirement.

10/24/2015

The impact of the mobile revolution on the world of finance and payments is a key topic for the conference, which takes place Oct. 7-8 in Half Moon Bay, Calif.

10/23/2015

Bad bosses contaminate the workplace. Some do so obliviously, while others smugly manipulate their employees, using them as instruments of their own success. Regardless of their methods, bad bosses cause irrevocable damage to their companies and employees by hindering performance and creating unnece…

Happy Friday!
10/23/2015

Happy Friday!

Check out this helpful article!
10/22/2015

Check out this helpful article!

Retirement planning tops the financial worry list in 25 states--but who's doing all this worrying? Here are 5 things we learned--some surprising, some not so.

3 Ways to become a more effective learner!
10/21/2015

3 Ways to become a more effective learner!

Fundamental principles to learn by.

10/20/2015

With just a few months left until the end of the year, it's time to squeeze in some last-minute retirement savings, revisit financial goals from the beginning of the year and update your insurance accounts, among other tasks. U.S. News reached out to financial planners about the action steps you sho…

Address

1 Chisholm Trail Road, Ste 450
Round Rock, TX
78681

Telephone

+15127782103

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