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

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.

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways...
05/25/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

When Should You Claim Social Security? Let's Map Your Strategy
05/22/2026

When Should You Claim Social Security? Let's Map Your Strategy

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

Marriage changes everything, including your insurance needs. Here are some things to look out for.
05/20/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
05/18/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.
05/15/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
05/13/2026

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.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provokin...
05/11/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
05/08/2026

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
05/06/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

What does it actually cost to raise a child? You might be surprised.
05/04/2026

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

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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