Security Through Strategic Wealth Planning
At The Masters Group, our mission is simple: to help extraordinary accumulators and business owners make wise financial decisions using the highest level of expertise, unparalleled client service and unique financial options. Our Extraordinary Living Process™ helps clients clarify and achieve their ultimate goals. We collaborate with CPAs, estate planning attorneys and insurance professionals to develop comprehensive financial plans that allow our clients to make decisions in pursuit of an extraordinary life.Contact Us
We help people who seek sound financial advice from independent sources.Learn More
Through comparative analysis and independent perspective, we help business owners pursue their objectives and success.Learn More
Extraordinary Living Process™
A systematic, multi-step approach to provide clients with clarity and confidence regarding their future.Learn More
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Understanding how a stock works is key to understanding your investments.
Ascertaining the value of your business is important for a variety of reasons.
Do you know where the idea of “retirement” comes from?
Couples may be able to head off many of the problems in a marriage that money can cause.
For homeowners who think their property taxes are too high, there are ways to appeal.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
It's easy to let investments accumulate like old receipts in a junk drawer.
Understanding the cycle of investing may help you avoid easy pitfalls.
Are you ready for retirement? Here are five words you should consider.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Making the most of surprises is a great reason to work with us.
$1 million in a diversified portfolio could help finance part of your retirement.