Sustar Financial Group

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.

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
04/06/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

Tax Prep vs. Tax Strategy: The Difference Matters More Than You ThinkWe all know that April 15 is the end of tax prepara...
04/06/2026

Tax Prep vs. Tax Strategy: The Difference Matters More Than You ThinkWe all know that April 15 is the end of tax preparation season and the annual deadline for completing and filing your return. As important as proper tax prep is, some...

Three steps may make a difference if you find yourself suddenly single.
04/03/2026

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun vi...
04/01/2026

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

Learn about cyber liability insurance in this entertaining video.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
03/30/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
03/27/2026

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?

Get ready to enjoy America’s national park system with this helpful article.

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
03/25/2026

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

The decision whether to buy or rent a home may have long-term implications.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
03/23/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
03/20/2026

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

Consider a bucket plan to go with your bucket list.
03/18/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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

Have a strategy for discussing healthcare with your parents.
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.

Address

4379 Cleveland Road
Wooster, OH
44691

Telephone

+13303458635

Website

Alerts

Be the first to know and let us send you an email when Sustar Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Share on Facebook Share on Twitter Share on LinkedIn
Share on Pinterest Share on Reddit Share via Email
Share on WhatsApp Share on Instagram Share on Telegram