Currently, Mr. Sustar is licensed in multiple states in Life & Health Insurance, and Securities. He holds his Series 7 Securities license and the Series 66 Investment Advisor Representative registration with the ability to handle stocks, bonds, mutual funds, CD’s, and annuities, through some of the largest financial institutions in the nation. He focuses on working with pre-retirees and retirees, offering comprehensive financial plans that aim to provide income and grow assets while minimizing risk. Terry strives to help his clients make informed decisions regarding their money.
He sponsors local seminars educating retirees and pre-retirees on a variety of topics including: How to maximize their Social Security benefits by choosing the proper time and way to take those benefits, how to possibly reduce or eliminate taxation of Social Security benefits, IRA distribution planning, Tax Code changes, Long Term Care alternatives, and strategies providing the ability for income and savings to last a lifetime.
His main objective is serving the wealth protection interests of retirees. Terry is well known for his professional experience and commitment to retirement and taxation planning. He attended Tampa College in St Petersburg, Florida working on an accounting and business major. He started his career as a financial representative working exclusively with retirees and moved into staff management shortly thereafter.
Terry is a member of the National Society of Tax Professionals, National Association of Enrolled Agents, and The Ohio State Society of Enrolled Agents (OSSEA). As President of DataView Tax Services, Inc., a family owned tax preparation firm in Wooster, Ohio, he has a unique perspective on how retirement plans and taxation work together.
Terry has been an Advisory Board Member of the Wayne County Pregnancy Care Center, a board member of Heartland Christian Center-a local church. He is currently serving as a board member and treasurer of a Non-Profit Ballet Education Institution in Wayne County. He served as a Training Officer for nine years on the Wayne County Underwater Search and Rescue Dive Team - a volunteer fire and rescue organization for his county.
Terry’s hobbies include scuba diving, hunting, and the martial arts. He is also a musician, playing keyboard with his church worship team, and has functioned as a leader, or a member, of worship teams for over twenty-five years. His joy comes from living life to the fullest, spending time with his family and his eleven grand-children. And, more importantly, teaching them to do the same.