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.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
There’s a link between debt and stress.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Do your insurance needs stay the same when the nest empties?
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Your credit score may influence how much you pay for auto and home insurance.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
There are some smart strategies that may help you pursue your investment objectives
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Taking your Social Security benefits at the right time may help maximize your benefit.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Are you ready for retirement? Here are five words you should consider.
Do you know these three personal finance sayings?
Women must be ready to spend, on average, more years in retirement than men.
A bucket plan can help you be better prepared for a comfortable retirement.