Call Us Call Us
Connect with us: Phone: (858) 384-5700 / info@SentryPacificFG.com / Visit Us!
Discover many of the opportunities available to help you plan for your financial future.
At Sentry Pacific, we can help you determine a strategy appropriate for your financial situation.
Home » Financial Services

Our Services

Sentry Pacific offers a full menu of retirement plan services and fiduciary capabilities that facilitate the long-term success of plan sponsors and plan participants. Let us be your fiduciary partner who keeps abreast of the latest developments in the retirement planning space and provides the specialized resources and experience necessary to help you manage your important obligations. We are expert retirement plan consultants who anticipate your needs through the services we provide, which include: 

Investment policy statement review

Have you established goals for your plan? Is the plan designed to attain those goals? Our advisors assist you in developing an outline for your investment program that includes identifying allowable investments for the plan, establishing goals and objectives, determining risk parameters and setting service expectations.

Investment committee training/investment due diligence

Fulfilling your fiduciary responsibilities properly is key to managing liability. It’s important for your investment committee to understand their fiduciary duties and Sentry Pacific can educate the members on how to manage those obligations.

Vendor search, selection and monitoring

Our extensive knowledge and expertise in retirement plan services can help you evaluate your plan’s service providers for effectiveness and cost efficiency. As plan fiduciaries, you are responsible for ongoing monitoring of vendor relationships as one of your fiduciary duties, a responsibility you may delegate to us. We can also assist in searching for new service providers, negotiating with existing service providers, and developing RFPs.

Expense analysis and benchmarking

Do you know if the fees you are paying to your investment and service providers are above average? We can compare your plan's expenses to industry norms. If you are paying too much, we can represent you in the negotiation of fees and, if necessary, develop recommendations for more cost-efficient providers.

Plan design, review and monitoring

Keeping up with changes in the retirement plan industry can be daunting. Our job is to keep you informed of changes in legislation, best practices and industry regulation so you can review any impact they may have on your plan. We can also assist with plan compliance and perform essential ongoing review of your plan.

Participant enrollment and education

The best measure of the success of your retirement plan is how well it helps your employees prepare for retirement. Increasing plan utilization helps you address your fiduciary responsibilities while also helping your participants get “retirement ready.” To gauge how your plan measures up, we can perform a comparative analysis to determine its competiveness and overall effectiveness. Employee education is a key element in empowering your participants to be better prepared for retirement. We can assist in the development of strategies to help drive participation, encourage healthy deferral rates and drive overall appreciation for the plan.

Sponsoring a successful retirement plan is an ongoing commitment. Helping your employees become financially healthy can make a real and lasting difference in their lives. Studies have shown a correlation between financial wellness and overall wellness, so it’s important to offer your participants the right tools, education and resources. We can help you maximize your plan design and investment offerings so your employees can have more confidence in their financial futures.

Free Retirement Kit

Enter your information below to request this Kit including three separate guides that address several retirement topics.

  • Book An Appointment

    Daniel Guillen and Sentry Pacific’s financial professionals have been using their experience to help friends and neighbors across the West Coast meet their financial goals through the use of insurance and investment products.

    Book An Appointment Today
    What We Do

    With Sentry Pacific, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency.

    Learn how we can help
    Upcoming Events

    We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

    Calendar of events

    Sentry Pacific Financial Group provides investment advisory services through Axxcess Wealth Management LLC. Sentry Pacific and Axxcess are not affiliated. Securities offered by Arete Wealth Management LLC. Member FINRA, SIPC, NFA. Axxcess Wealth Management LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its diversified services. Accordingly, the publication of this website should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet. Any subsequent direct communication by Axxcess with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Axxcess Wealth Management LLC, please contact the Securities Exchange Commission or the state securities law administrators for those states in which we maintain a notice filing. Axxcess Wealth Management’s current written disclosure statement, discussing business operations, services and fees, is available from them upon request. It is mailed to prospective clients who request information regarding the services and fees at Axxcess Wealth Management LLC.

    Axxcess Wealth Management LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for the purposes of convenience only and all users thereof should be guided accordingly. The information contained herein has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. Axxcess Wealth Management LLC (“Axxcess”) reserves the right at any time and without notice to modify, amend or cease publication of the information on this site. Everything on this site has been prepared solely for informative purposes. Axxcess may also make improvements and/or changes to its services and/or the programs described at any time without notice.

    News feeds, market quotes and other links on this website are provided by independent third parties and are not guaranteed to be accurate, complete or timely. Neither Axxcess nor independent third-party providers shall have any liability, contingent or otherwise, for the accuracy, completeness, timeliness or correct sequencing of the information, or for any decision made or action taken by you in reliance upon the information. The news, market quotes and links provided are shown for your convenience only. Linked sites are independent and are not owned or operated by Axxcess. Axxcess does not guarantee the timeliness, accuracy, completeness or adequacy of any information posted on the linked sites. Axxcess does not necessarily agree with any opinion, outlook or forecast stated on any linked site. Axxcess reserves the right to terminate, modify or change the links, news sources and market quote sources at any time without notice.
    If there is performance data contained on this website, it only represents past performance, and the investment return and principal value of an investment will fluctuate over time and may be worth more or less than their original cost. Any historical performance quoted should not be viewed as representative of future performance.

    Important disclosures regarding the Axxcess business are provided in Form ADV Part 2A. This document provides information about the firm in general, the services they offer, the fees they charge and other significant details. Our disclosure document is updated promptly when there are material changes in the Axxcess business or business practices, and periodically to capture routine changes. Axxcess is happy to send a full copy of our most recent document for you, upon your request. Please let Axxcess know if you have any questions or you would like to receive their form ADV by emailing admin@axxcesswealth.com. You may also find our form ADV at www.sec.gov.

    Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy or product made reference to directly or indirectly on this website, would be suitable for your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained on this website serves as the receipt of, or as a substitute for, personalized investment advice from Axxcess Wealth Management LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.
    For more information about any investment programs, including individual investment policies, charges and expenses, ask your financial advisor for a free prospectus, or, if accredited, the Private Placement Memorandum. Please read any such prospectus carefully before you invest or send money. There can be no assurance that the objectives of any investment program in will be achieved.

    Securities offered by Arete Wealth Management LLC, member FINRA, SIPC. Advisory services offered by Axxcess Wealth Management LLC.