Sentry Financial Planning, LLC
John Spoto is an Andover, MA, Danvers, MA and Naples, FL financial advisor and investment manager. Sentry Financial Planning, LLC specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. John Spoto is a fiduciary financial planner.
John Spoto is a Fee Only Financial planner with office locations in Andover and Danvers, MA. Prior to establishing his firm, John spent over 16 years running his own finance and equipment leasing company, providing financing solutions to medium sized companies.
Early in his career, he was balancing the demands of running a growing business and managing his own family's finances. Even with a background in finance, and access to high-priced professional advisors, his personal finances didn't get the attention they deserved. With no one to help coordinate the efforts of these specialists, he often received fragmented and contradictory advice. He believes that most people face these same challenges.
His goal in establishing Sentry Financial Planning is to simplify the challenges of managing his clients’ personal finances and to provide them with straightforward recommendations and assistance in implementing them.
He is a member of the Garrett Planning Network and the National Association of Personal Financial Advisors.
John Spoto's fiduciary obligation is governed by:
Whatever your age, whatever your stage in life, Sentry Financial Planning is here to help you. We work with people who believe the way to build and preserve financial security is through careful planning, saving and working with a trusted advisor. Sentry Financial Planning, is a Fee-Only financial and investment advisory firm . We do not work for any financial institution and do not accept any commissions or referral fees. We have no minimum income or net worth requirements. We offer the advice you need to make better financial decisions.
Many of our clients come to us with a good understanding of their financial goals. They expect us to listen and provide solutions to achieve those goals. What they find in us are trusted advisors, not high-pressure salespeople. We place a high value on giving you a good value. Before our relationship even begins, you’ll know exactly what will be delivered and what you will pay because we clearly describe our services and fees on our website and closely adhere to this structure
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Financial Planning
- Retirement Planning
- Investment Management
- Managing a Career and Family
- Approaching Retirement
- Build a Financial Plan
- Financial Plan Implementation
- Annual Retainer Service
Professional Designations & Affiliations
John Spoto is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
John Spoto is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
John Spoto is a member of the Garrett Planning Network. Click here to learn more.
Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
Contact John Spoto
2 Elm Square
Andover, MA 01810
150A Andover Street
Danvers, MA 01923
999 Vanderbilt Beach Rd
Naples, FL 34108