WEALTH MANAGEMENT
Sensenig Capital provides comprehensive financial guidance for professionals who are just starting out or well established in their career.
We have the experience and tools to help put your aspirations into action.
Whether you’re just starting out or established in your career, what you do today sets the stage for tomorrow. At Sensenig Capital, we appreciate your passion for building and growing your career or business. We’re driven to help you achieve personal financial success with objective, actionable advice — always with your best interest in mind.
Our Wealth Management Process for Early to Mid-Career Professionals
We take a 360° view of your financial life today and your goals and aspirations for the future. Together, we work out a comprehensive game plan that can help reduce liabilities and maximize your financial potential.
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 in order 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. Growing your family? Building a business? Buying a new home? 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
We welcome all investors—including those just starting out or new to investing. Our fees are priced in a transparent manner and designed to provide ongoing access to our expertise. Additional details are included below. Contact us to learn more.
- Monthly retainer cost – decreases when assets under management increase.
- Annual 1% investment cost on assets we directly manage.
- Specifically designed to pay for itself, over time.
- Direct access to our fiduciary expertise and ongoing support.
| Retainer Cost | Investment Cost |
| Custom Amt./Month | 1.00% |