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.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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What does the Tax Reform and Jobs Act mean for you?
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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Understanding how a stock works is key to understanding your investments.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Term insurance is the simplest form of life insurance. Here's how it works.
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Taking regular, periodic withdrawals during retirement can be quite problematic.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Taking your Social Security benefits at the right time may help maximize your benefit.
It's easy to let investments accumulate like old receipts in a junk drawer.
Here’s a crash course on saving for college.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.