Augustar Financial: Company Overview, Mission, and Financial Strength

Welcome to Augustar Financial—your trusted partner in building, protecting, and growing your financial future. With a legacy rooted in integrity, innovation, and personalized service, Augustar Financial stands as a beacon of reliability within the financial services industry, dedicated to empowering individuals, families, and businesses to achieve lifelong prosperity.

Our History Augustar Financial was founded on the principles of transparency and client-first service. From our beginnings as a boutique advisory firm, we have steadily grown into a respected industry leader, guided by a vision to deliver accessible, forward-thinking financial solutions. Our journey has been marked by continuous adaptation to changing markets and evolving client needs, always with a focus on building long-term trust and excellence.

Our Mission At Augustar Financial, our mission is to provide clients with the resources, knowledge, and strategies they need to make confident financial decisions. We believe in a tailored approach—every financial plan is designed around the individual goals, circumstances, and dreams of our clients. Our commitment is to serve with integrity, educate with transparency, and support clients throughout every stage of life.

Our Services Augustar Financial offers a comprehensive suite of services to meet the diverse needs of our clients:

• Wealth Management: Personalized asset management and investment strategies to help you grow and preserve your wealth.

• Retirement Planning: Customized planning and savings solutions for a secure, fulfilling retirement.

• Financial Planning: Integrated, goal-oriented financial plans that address every aspect of your financial life.

• Insurance Solutions: A range of life, disability, and long-term care coverage options to protect your family and legacy.

• Business Services: Succession planning, employee benefits, and strategic advice for business owners.

Commitment to Clients Our clients are at the core of everything we do. We are committed to delivering outstanding service, clear communication, and ongoing support tailored to each client’s journey. Our experienced professionals leverage cutting-edge technology and deep industry insight to provide innovative, accessible solutions. We take pride in building lasting relationships based on honesty, respect, and a shared vision for success.

Financial Strength and Industry Ratings Augustar Financial has established a strong foundation through prudent risk management, responsible growth, and robust capital reserves. Our dedication to financial strength ensures we can honor our commitments and provide security for our clients in all market conditions. Augustar Financial consistently receives positive client reviews and industry recognition for our excellence, though we encourage clients to review third-party ratings and consult our latest financial disclosures for the most current evaluations.

Discover the Augustar Financial difference—a tradition of excellence, a passion for client success, and a steadfast commitment to helping you achieve your financial goals with confidence.

AuguStar Financial (formerly Ohio National Financial Services) is licensed to sell life insurance and annuities in most U.S. states and the District of Columbia. However, AuguStar does not currently offer new policy sales in New York. This is a common restriction due to New York’s unique insurance regulations and licensing requirements.

Key Points:

• AuguStar Financial policies can be written in all U.S. states and DC except New York.

• For New York, a separate carrier or subsidiary would be required, and AuguStar does not currently offer policies under a New York entity.