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5001 Horizens Drive
Suite 205
Columbus, OH 43220

Sentz Financial Services

(614) 718-5348

 
Video: The Independence of Financial and Emotional Student Loan Protection The Long Run: Women and Retirement Don’t Myth Out on Whole Life

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

Layers of Protection

Layers of Protection

Take these five steps to protect your financial well-being before making any other changes.

Money Matters: Why it Pays to be Financially Responsible

Money Matters: Why it Pays to be Financially Responsible

Responsible money management is often a foreign concept to teens that is complicated and confusing. Yet, if they learn how to save and be financially responsible early, they can protect themselves in the future.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

 

The 12 Steps to Living Confidently: Smart Debt Decisions

Here’s how you can distinguish the difference between healthy and unhealthy debt, and prevent debt from leading stress.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Video: The Independence of Financial and Emotional

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

Student Loan Protection

Learn why protecting your student loan payments is an important aspect of your income protection strategy.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Rightsizing for Retirement

What does your home really cost?

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