WEALTH MANAGEMENT
APPROACHING OR IN RETIREMENT

At Sensenig Capital, wealth management is a combination of investment consulting, advanced planning — and personal relationships.

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Wealth management is about getting to know you — your goals and aspirations — and providing only those solutions with your best interest in mind.

As a fee-only consultancy, Sensenig Capital ensures objective, personal financial advice. We do not receive commissions or sell products for brokers or large financial firms. As testament to that commitment, we belong to a highly selective industry association of fee-only advisors known as the National Association of Personal Financial Advisors (NAPFA).

Our Wealth Management Process

Our wealth management process encompasses all areas of your financial life and is designed to help achieve the life goals that are important to you. Throughout our relationship, Sensenig Capital will collaborate with a team of independent experts to evaluate all aspects of your financial situation and devise comprehensive solutions designed to help achieve your objectives.

DISCOVERY
STEP 1
We begin by learning about you, gathering the details, and working hard to earn your trust, over time.

EXPLORATION
STEP 2
Together, we discuss where you are now and where you want to go to fully understand your goals.

BRAINSTORM
STEP 3
We put our planning hats on to thoroughly develop recommendations that are unique to you.

DELIVERY
STEP 4
We present the path forward in a concise and easy-to-understand manner using cutting edge technology.

EXECUTION
STEP 5
We handle the details to bring peace of mind so you can focus on the things in life that are most important.

What’s Next—What Can You Expect From Us?

We don’t love you and leave you. Your fee is all-inclusive, and provides you with ongoing guidance and assistance from our ethical, credentialed advisors—long after the initial execution of your financial plan. Starting a second career? Checking off those bucket list travel goals? Relocating in retirement? We’re at your service every step of the way.

Financial Planning
Lay out a roadmap for your financial future, considering cash flow and debt management.

Investment Planning
Build a portfolio comprised of diverse investment vehicles and levels of risk.

Education Planning
Create a plan to help you save and pay for your children’s college tuition and costs.

Insurance Planning
Evaluate risk and assess various types of insurance, from healthcare and property to disability.

Retirement Planning
Review your retirement needs and evaluate strategy, including Social Security, Medicare, etc…

Tax & Estate Planning
Assist with property transfer and estate planning, and help to minimize tax liability.

Our Fees

Our fees are priced using a tiered approach and designed to be a good value. The more dollars you entrust to us, the lower your rate. Additional details are included below. Contact us to learn more.

  • Based on a percentage of assets under management, starting at 1%
  • Specifically designed to pay for itself, over time
  • No asset requirements or annual fee minimums
  • Direct access to our fiduciary expertise and ongoing support