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.

[Video] Agent Jane Bond wants you to know about the basics of the bond market.
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[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.
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A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read mor...
05/29/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

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

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

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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?
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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.

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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.
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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.

Address

4379 Cleveland Road
Wooster, OH
44691

Telephone

+13303458635

Website

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