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.
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.
How Income Taxes Work
A quick look at how federal income taxes work.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
One of the most common questions people ask about Social Security is when they should start taking benefits.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Do you know these three personal finance sayings?
Here’s a crash course on saving for college.
How does your ideal retirement differ from reality, and what can we do to better align the two?