Sensenig Capital Advisors

What is asset planning? It involves more than just managing your wealth. Asset planning is the process of organizing and preparing your assets to ensure they grow, remain protected, and are easily transferred when needed. This approach secures your financial future and safeguards your legacy. To learn more about the importance of asset planning, check out our latest video: https://lnkd.in/esasuGUU

Discover our latest video series on Asset Planning, which is essential for achieving financial security. In this new video, we address common questions related to financial planning, focusing on how to protect and grow your wealth. You'll learn how to ensure your assets are working for you both now and in the future. In this series, we cover: - What is asset planning? - What does an asset planner (or financial planner) do? - What should I look for in a financial planner? - What sets Sensenig Capital's financial planners apart? https://lnkd.in/efK2GyMA

Are you prepared for the next chapter of your business? Our last video in our series on exit planning provides all the information you need to ensure a smooth transition while maximizing value. Check it out to learn about the essential members of your exit planning team: https://lnkd.in/e2bbkbRH?

Check out our third video in the Exit Planning series on creating a successful business exit strategy. Whether you’re considering selling to employees or engaging with external buyers, we have the tips you need. Discover various exit strategy options here: https://lnkd.in/eVnjMeFt

Are you considering life after your business? Our latest video in the Exit Planning Series provides valuable insights into creating a business exit strategy that ensures a seamless transition and financial security for you and your family. Gain knowledge about: - What an exit plan should look like - Examples of exit strategy options - The ideal mindset for planning your exit strategy - Who should be on your exit planning Check it out here: https://lnkd.in/eKF-QZ_B?

In recognition of National Financial Planning month, we will be sharing videos throughout the month of October regarding business exit planning. Planning for the future of your business? Watch our latest video on crafting a comprehensive business exit strategy that maximizes value and secures your financial future. From internal transitions to third-party sales, we cover it all! Watch now and start planning. Peace of mind, through smart financial decisions. Kevin Hartnett, CFP?, CEPA? Jacob P. Wolfman, Jeremy Brenn, MBA, CFP? https://lnkd.in/eMSUzt8e?

Sensenig Capital Advisors takes pride in supporting Motley's Mission, a local organization that provides resources and assistance to families impacted by their loved ones' mental health battles. To learn more about this organization or support its mission, please visit https://lnkd.in/gj-cJSzU. We would also like to invite you to support The 3rd Annual Motley's Mission Golf Outing by visiting https://lnkd.in/dBxUj4Ra. #nooneshouldstrugglealone.

Congratulations to Sue Anuzelli, FPQP?, who recently received the Financial Paraplanner Qualified Professional? designation. The certification is offered by the College for Financial Planning and emphasizes the practical application of key financial planning concepts, including: -Personal Finance Basics -Six Foundational Topic Areas: business ownership, cash management, insurance basics, investments, retirement planning, and estate planning Sue will continue with Continuing Education credits throughout the year and provide valuable support to our Advisory staff & clients. Congratulations, Sue!

Uncertainty, questions about retirement, and whether an individual is ready to take the exciting leap into the next phase are common. Check out our link below to learn how Sensenig Capital Advisors has helped a partner of a local architecture firm discover the advantages of personal financial planning as it relates to their financial situation and ability to retire. https://lnkd.in/dvWzq9ns

Sensenig Capital Advisors has been an integral part of the workplace retirement plan process for a local architecture firm. Check out our case study below to learn how Sensenig Capital Advisors helps the firm find a more cost-effective 401(k) plan. https://lnkd.in/daBgc2-J