Retirement Plans


Individual Retirement Plans

Simply having a retirement plan may not be enough toward saving for those golden years - We believe the key to a worry-free retirement, is understanding how to make these plans work harder for you, and that's where Csenge comes in.

When it comes to your 401K, we take a hands-on, educational approach. If you already have a company-sponsored 401K plan, we can help you make sure it's working in your best interest through asset allocation and risk management. If you do not have a 401K, we can help you find one that's best for you.

Managing a lifelong retirement plan requires:

  • Understanding the options available to you
  • Proper investment selection
  • A disciplined, ongoing monitoring schedule
  • Smart asset allocation
  • Considering fees and expenses that accompany your 401(k)

Traditional IRA vs. ROTH IRA

 

Learn More About the Various Retirement Plans Available

Note: When evaluating contributions and/or distributions from retirement plans, always consult a tax professional to review your personal tax situation and ensure you qualify for the plan and the rules listed above.

Small Business Retirement Plans

With more than 50 years combined experience helping meet the unique financial planning needs of the private business owner, we specialize in providing innovative solutions and quality service to help meet the needs of today's rapidly changing business landscape.

With Csenge Advisory as your financial partner, we believe your assets are in the right place at the right time so that you can be free to pursue your next passion, whatever it may be. We bring professional management experience to you and your employee's retirement plan.

We Advise You on The Following

  • Fiduciary Liability
  • Professional Management
  • Plan Design
  • Plan Costs and Fees
  • Providing Employee Education Regarding Benefits
  • Business Owner/Executive Benefits
  • Group Benefits
*There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results.