Who We Are
As independent financial planners, we are dedicated to providing truly objective advice to our clients, and we pride ourselves on fostering relationships built on trust, unparalleled service, and integrity.Learn More
What We Do
Our clients want to invest towards many goals, whether that’s a comfortable retirement, business growth, or leaving a legacy to their loved ones. We seek to help them pursue these objectives through our fee-based services.Learn More
Why We Do It
Working with individuals, families, retirees, business owners, and organizations, we strive to go beyond the service level of the typical wealth management firm and serve as a trusted guide our clients can rely on for honest recommendations, proactive portfolio management, and ongoing support.Learn More
A New Wave of Financial Planning
Csenge Advisory Group was founded in 1999 by a team of experienced advisors and CERTIFIED FINANCIAL PLANNER™ professionals with a unique vision in mind: to take financial planning and investment management to a higher standard of excellence. As an independent firm, we are dedicated to providing truly objective advice to our clients, and we pride ourselves on fostering relationships based on trust, unparalleled service, and integrity. Through our team’s commitment to upholding the highest ethical and professional standards, we can provide you with independent advice tailored to your needs.
To learn more, contact our office at 888-500-2050.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Read this overview to learn how financial advisors are compensated.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
In the face of divorce, making changes to insurance coverage may be overlooked.
Understanding the value of a home warranty.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Are you ready for retirement? Here are five words you should consider.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What is your plan for health care during retirement?
Investors seeking world investments can choose between global and international funds. What's the difference?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.