SUSTAR FINANCIAL GROUP

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 are then in 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. Phase 2 takes a totally different approach and process to financial planning than 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... Many financial firms attempt to be everything to everyone - sometimes causing..

Primary location: Wooster United States