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.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Five strategies for managing your student debt.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There’s an alarming difference between perception and reality for current and future retirees.
Recent changes in estate tax laws could affect the strategy you have in place.
How do the markets usually react to elections? Was the 2016 election any different?
With alternative investments, it’s critical to sort through the complexity.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate