Sattler Financial Group

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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

You can start Social Security benefits as soon as you reach 62.  Know the rules before deciding.
10/16/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
10/14/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

10/12/2026

Here are 5 facts about Social Security you absolutely need to know.

It’s possible to avoid these classic retirement traps, with a little preparation.
10/09/2026

It’s possible to avoid these classic retirement traps, with a little preparation.

Beware of these traps that could upend your retirement.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
10/07/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

When it comes to investing, you may be your own worst enemy.
10/05/2026

When it comes to investing, you may be your own worst enemy.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
10/02/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
09/30/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Stay ahead this year with this handy Personal Finance Calendar.
09/28/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

When you choose to take Social Security might impact your retirement income. Find out how.
09/25/2026

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

Address

Perrysburg, OH
43551

Opening Hours

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

Telephone

+14198720067

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