Susan K. Sparr

Credentials:
  • CFP®

Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, Financial Education

Languages: English

BUSINESS PHILOSOPHY

My goal is to be a long-term trusted resource to families and business owners in building their financial freedom and achieving retirement success. I have the skills, knowledge, and experience to help my clients meet or exceed their financial goals. .

PRODUCTS AND SERVICES

  • Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance 

QUALIFICATIONS

34 years’ experience in Financial Services

  • Licensed to sell Life and Health insurance in Ohio, Kentucky, Florida, Michigan
  • Registered to offer securities products in Ohio, Kentucky, Florida, Virginia, Michigan
  • 17-time Leaders Conference Qualifier
  • 2-time Presidents Conference Qualifier

 PERSONAL

  • 34-year resident of Cincinnati
  • Hobbies: Tennis, Golf, Traveling

ORGANIZATIONS

  • USTA Official

See Susan’s Licenses and Disclosures

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Contact Susan

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Skylight Financial Group - Cincinnati

Satellite Office

3825 Edwards Road Suite 210
Cincinnati, OH 45209

L1116483432[exp0317]