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Welcome to our website! If you are looking for a blend of personal
service and expertise, you have come to the right place!
Our firm provides outstanding service to our clients because of
our dedication to the three underlying principles of
professionalism, responsiveness and quality.
Our services encompass nearly every aspect of financial life. We are
experienced in all matters of accounting and taxation, IRS problem
resolution, estates and trusts,
business formation, real estate and business sales.
Financial Services
In addition to our tax and accounting services, we are also able to
offer financial services.
Certified QuickBooks Consultant, CPA, Accountant, Tax, Tax
Preparation, TX, Texas, Wichita Falls, Computer consultant.
Johnson & Hoffman PC
2637 Plaza Pkwy
Wichita Falls, TX, 76308
info@jhpc.com
Phone: (940)767-7142
Fax: (940)766-3758
Personal Money Planning offers a variety of services. It is our
belief that the interests of the majority of our clients are best
served by investment management preceded or
accompanied by a financial plan. Without a financial plan, it is
impossible to determine whether goals can truly be met. It is also
impossible to make sure all aspects of a
person's financial life will work in harmony.
While we prefer a financial plan be completed, we also offer
services to those who, due to their personal circumstances or
budget, choose not to undertake a financial plan.
We can advise on a one-time or continuous basis on a client's
investments, 401(k) plan, IRA decisions, insurance selection, or
other financial matters.
In addition, a partial plan covering retirement only (known as a
Retirement Plan) can also be arranged.
We offer a free, introductory meeting, where you can sit down with
us face-to-face and discuss your specific needs. This gives us both
a chance to see if we would make a
good team in reaching your financial goals. Alternately, we are
available by phone to answer questions you may have about our
services or us. Please contact us if you
would like to set up a meeting.
Sentry Management, Inc. (Firm) is an investment advisory firm
registered with the Securities and Exchange Commission under the
Investment Advisers Act of 1940. The
Firm manages over $5.5 billion in assets in seven states. Clients
include financial institutions, trust departments, pension plans,
individuals, foundations, tax-exempt
agencies, municipalities and corporations.
The money managers of the Firm have over eighty (80) years of
combined experience in direct management of fixed income portfolios.
The range of experience includes
managing money for endowment funds, employee benefit plans, banks,
trust departments, universities, municipalities, corporations, and
individuals. The Firm also serves
as a financial advisor to municipalities in preparing official
statements and structuring and financing capital debt.
Policies
SMI provides extensive expertise in structuring investment, funds
management, Regulation F, and asset contingency policies. The
resultant policies are the product of
numerous OCC, FDIC, Federal Reserve, and State examinations over
many years.
Testing
FFIEC stress tests and other required market tests for securities
are provided to the client on a timely basis.
Transaction Support
Current credit reports/analyses, historical prepayments and all
other required transaction justification documentation are prepared
for each transaction.
Examination Support
SMI representatives will meet directly with regulators and/or help
prepare written and verbal responses to examination questions and
requests.
For more information contact us:
5 Eureka Circle, Suite E
Wichita Falls, TX 76308
Call: (940)696-2100
Fax: (940)696-2810
E-mail:(Murph@sentrymanagement.com)
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