Sustar Financial Group

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United States
Wooster, OH
Sustar Financial Group

http://www.sustarfinancial.com Sustar Financial Group has been assisting retirees with their wealth protection planning for over three decades.

Retirement planning starts with the accumulation phase. During this time of your life you are accumulating and growing your investments. When you reach pre-retirement and retirement you reach Phase 2. This is the distribution phase of your life – the wealth protection planning and distribution phase. It’s been compared to the climb down the mountain after you’ve reached the top. (See the Mt Everest Video on our home page). Phase 2 takes a totally different approach and process to financial planning then Phase 1. If you use the same techniques and strategies in Phase 2 that you used in Phase 1 (which many advisors do) you could cause yourself unnecessary grief. Although we can, and do, work with those in Phase 1, Sustar Financial Group specializes in Phase 2 planning and all of the distinct strategies that Phase 2 planning requires. Things we don’t do:

We do not recommend putting your money all in annuities or in any one product for that matter. There are many firms that are licensed only in Life and Health Insurance that can only sell you annuities. There are other firms who can only recommend mutual funds. In most cases, we find that one product alone is not the best course of action. In contrast, we attempt to preserve your retirement wealth while providing you with a lifetime stream of income using a blended, personalized combination of many different products that could include many different types of products – including annuities where needed. We do not create “cookie-cutter” financial plans – using the same investments and products for everyone. When you walk through our door we see you as a unique individual. Like a fingerprint, no two are exactly alike. So why should your financial plan look just like somebody else’s? We create a personalized plan designed exclusively for you - addressing your needs, goals, and desires.

03/16/2026

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

03/13/2026

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

03/11/2026

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

03/09/2026

Over age 50? You may be able to catch-up on retirement.

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

03/06/2026

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

03/05/2026

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East.

03/04/2026

Could you find acres of diamonds in your own backyard? Watch this video.

In life it often happens that the answers to our most pressing questions are right in our own backyards.

03/02/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

02/27/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

02/25/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

02/23/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

02/20/2026

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Determine your potential long-term care needs and how long your current assets might last.

Address

4379 Cleveland Road
Wooster, OH
44691

Telephone

+13303458635

Website

http://www.sustarfinancial.com/

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