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.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Ascertaining the value of your business is important for a variety of reasons.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Investors who put off important investment decisions may face potential consequence to their future financial security.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When should you take your Social Security benefit?
When do you need a will? The answer is easy: Right Now.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Investors seeking world investments can choose between global and international funds. What's the difference?