Tailored Wealth Management
Retire on your terms
Sustar Financial Group
Retirement isn't a destination - it's a journey.
Retirement and Quality of Life
Many financial firms attempt to be everything to everyone - sometimes causing expensive planning deficiencies. While we can, and do, work with younger age clients, Sustar Financial Group focuses primarily on the needs of those age 50 and over and their specific financial problems and opportunities. Sustar Financial Group has been assisting pre-retirees and retirees with their wealth protection planning for over 40 years.
We educate people about their alternatives first and then help them implement the proper solutions. Many clients have been able to better organize their financial affairs after they were made aware of the many solutions available.
Why Sustar Financial GroupWhat sets us apart from other financial firms? We pay attention. We listen closely and take the time to understand your whole financial picture — your income and expenses, cash flow, what you owe, risk assessment, investments and taxes. Through our personalized approach to financial planning and advice, we can help you work toward your goal to bring your retirement dreams to life.