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.

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-...
01/12/2026

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

College, kids and costs.
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College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
01/07/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can be intimidating. Picking the right strategy.

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.
01/05/2026

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Information vs. instinct. Are your choices based on evidence of emotion?

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
01/02/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
12/31/2025

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Do you know the difference between a global mutual fund and an international mutual fund?
12/29/2025

Do you know the difference between a global mutual fund and an international mutual fund?

Investors seeking world investments can choose between global and international funds. What's the difference?

Even low inflation rates can pose a threat to investmentreturns.
12/26/2025

Even low inflation rates can pose a threat to investment
returns.

Even low inflation rates can pose a threat to investment returns.

Do you know how long it may take for your investments to double in value?
12/24/2025

Do you know how long it may take for your investments to double in value?

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daun...
12/22/2025

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

Before retiring early, take a look at the cold, hard facts.
12/19/2025

Before retiring early, take a look at the cold, hard facts.

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.
12/17/2025

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Address

4379 Cleveland Road
Wooster, OH
44691

Telephone

+13303458635

Website

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