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5115 Parkcenter Avenue
Suite 210
Dublin, OH 43017

Sentz Financial Services

(614) 718-5348

 
Surprise! You’ve Got Money! When the Unexpected Becomes Reality RE: Retirement 18 Years Worth of Days

Financial Services & Financial Planning

Sentz Financial Services LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

With over 50 years of experience in the industry, we are constantly increasing our knowledge base in order to stay current on the latest financial news for our clients. We work with attorneys and accountants to help you meet all angles of your financial goals. We present our information to you in an understandable manner and are always available for advice or information, any time and as often as you wish Shawn Sentz was recently named a Columbus 2016 Five Star Wealth Manager for his excellence in the financial services and wealth management field. 

Helpful Content

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5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

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A Bucket Plan to Go with Your Bucket List

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Asset and Account Consolidation for Your Estate

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Investment account consolidation is important to consider for estate planning.

 

Certain Uncertainties in Retirement

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A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

The Best Apps in Travel

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A Brief History of Estate Taxes

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This calculator helps estimate your federal estate tax liability.

A Look at Systematic Withdrawals

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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There are some smart strategies that may help you pursue your investment objectives

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There are a number of ways to withdraw money from a qualified retirement plan.

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There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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Learn how to harness the power of compound interest for your investments.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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