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 Everes

t 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.

Even low inflation rates can pose a threat to investmentreturns.
05/27/2026

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 the difference between a global mutual fund and an international mutual fund?
05/25/2026

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?

Do you know how long it may take for your investments to double in value?
05/22/2026

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.

Thinking of volunteering in retirement? Some considerations.
05/20/2026

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

Are you looking for a balance? Find yours, starting with this video.
05/18/2026

Are you looking for a balance? Find yours, starting with this video.

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.
05/15/2026

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.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
05/13/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
05/11/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
05/08/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Your credit score may impact what you pay for auto and home insurance.
05/06/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

Address

4379 Cleveland Road
Wooster, OH
44691

Telephone

+13303458635

Website

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