Audrey Sendrowski, RFC, CTA

Our Approach

We all want to get the most out of Life.  But sometimes it's hard to know where to get the kind of help you need. We understand. Creating financial security, now and in retirement, is more than just about money. Because there's more to developing a financial strategy than bank statements and stock summaries. Creating financial security is about understanding you, your hopes, your dreams, your concerns, your worries. What drives you. What scares you. What makes you happy. Where you are now and where you want to be. We'll sit down and talk with you, one-on-one, in our office or in the comfort and privacy of your own home; find out what's most important to you; and focus on your financial well-being. So you can eliminate risk and reduce taxes. So your money can grow without loss. So you can get the guaranteed income for life you need. So your family is safe, no matter what happens. There's no 'one-size-fits-all' here.

One of our jobs as your Advisor is to help you manage your assets better so you can get the most out of what you already have. We ask the questions that uncover real problems, get to the heart of your biggest challenges, and then work with you to find the best solutions that fit you, your life, your needs. Our mission is simple: put your interest above ours at all times; strive to improve your family's situation to the greatest degree possible; and give you the same service we would give ourselves in the same circumstances, in order to help you live debt-free and truly wealthy.


“I am excited to discuss the wide array of solutions we can offer you to help make your money grow safe and risk-free, now and in retirement.”


Thank you so much for the hours you have given our financial circumstances. You have opened our minds to the possibilities for our best retirement.

Dee, SC

Very professional and extremely knowledgeable. Went above and beyond to help this family. Gave us exactly what we need: ease of mind about our coming years. I would highly recommend your services to anyone in need of insurance and financial planning. Very satisfied with services rendered and follow up inquiries.

Michael, MA

Audrey's manner was clearly professional yet also very comfortable, open and congenial. That atmosphere encouraged me to freely discuss matters in detail, voice skepticism, present my sense of ideal situations, and so forth.

Susan, MA

She struck me as forthright, competent, seemingly quite knowledgeable...truly interested in serving my interests...there was no sense of serving her own agenda at my expense. Audrey appears genuinely to care about her clients - and wishes to serve them with integrity and sensitivity. I recommend her as...trustworthy, informed, and dedicated...

Susan, MA

She was prompt, professional and courteous...I had a lot of questions and she answered each and every one of them.

Anonymous

She was true to her word and came back to our home...and again, took the time to answer all...questions...when you see the depth of feeling and self-confidence she portrays, you know you are doing the right thing.

D.H.

I would highly recommend Audrey for her abilites in reaching people and teaching people about life insurance policies. She not only has the ability, she has the professional skills needed in dealing with today's adveritisties in maintaining health, life and happiness. We need to be prepared for whatever life will throw at us and when you talk with Audrey, you will agree with me completely.

D.H.

If not for Audrey's intelligence, guidance and professional yet customer friendly representation, I would not have any life insurance. Audrey helped me choose the very best life insurance policy for my needs. Audrey is always customer friendly, knowledgeable, explains questions...and adjusts her time to benefit her clients.

D.M.

I have someone who knows what they're doing, they're right along side of me helping me make the right decisions. I'm comfortable with you and that makes all the difference in the world.

Joan F.

Audrey is a good advisor. When I need advice, she is there for me. I would definitely recommend her to others.

Kenneth, MA