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.
The History of Retirement
Do you know where the idea of “retirement” comes from?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
This checklist can give you a quick snapshot of how prepared you are.
Understanding the value of a home warranty.
It's important to understand how inflation is reported and how it can affect investments.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Currency has been around for a long time. Here’s a quick history lesson.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
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
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here’s a crash course on saving for college.
If you died, what would happen to your email archives, social profiles and online accounts?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
It’s never a bad time to speak with your financial advisor about changes in your situation.
It's easy to let investments accumulate like old receipts in a junk drawer.