Sattler Financial Group

Sattler Financial Group Our goal is to provide a positive experience in the lives of our clients by providing quality advice, service, and strategies tailored to each client's needs.

Services Offered:
Retirement Planning, Stocks/Mutual Funds/Annuities, Investment Management, 401(k) Rollover Services, Tax Planning, College Planning, Insurance Analysis. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. www.FINRA.org
www.SIPC.org

Third-party posts found on this profile do not reflect the views of LPL Financial and

have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.sattlerfinancialgroup.com
Cover photo by Norman Fairman at Grassy Creek Photography

Before retiring early, take a look at the cold, hard facts.
06/17/2026

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.

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you re...
06/15/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

Retirement may change your perception of investment risk.
06/12/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
06/10/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

These 6 things might make your next return a prime target for an IRS audit.
06/08/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Are you considering a FIRE retirement? Learn the basics here.
06/05/2026

Are you considering a FIRE retirement? Learn the basics here.

This short, informative article teaches the basics of the FIRE movement.

How literate are you when it comes to your finances? Brush up with these five basics.
06/03/2026

How literate are you when it comes to your finances? Brush up with these five basics.

06/01/2026

Do you know the difference between a credit lock and a credit freeze?

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic ...
05/29/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
05/27/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Address

Perrysburg, OH
43551

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14198720067

Website

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