We have been serving clients and offering trusted guidance for more than 25 years. Click to read more.Learn More
Registered Investment Advisor
We only offer objective guidance without conflicts of interest. Click to read more.Learn More
We always act in the client’s best interest and put their needs first. Click to read more.Learn More
For many years, Masters Consulting Group has been deeply involved in primary economic research.Learn More
We Do One Thing: Retirement Planning for Corporations and Individuals
Masters Consulting Group is an independent firm and registered investment advisor (RIA). With more than a quarter century of experience managing retirement assets, we deliver client-centric investment strategies for corporate retirement plans and individual long-term investing.
Our experienced team of financial professionals is dedicated to helping you build a retirement plan strategy that meets the unique objectives of your company and your employees. We are uniquely qualified to act as an investment fiduciary for corporate plans, so you benefit from our experience, investment advice and programs to deliver risk management through independent guidance and monitoring.
Masters Consulting Group adheres the highest fiduciary standards, while offering an unbiased mix of investment options, education and personalized counsel to help your employees pursue their retirement goals. ￼
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Here are 4 great, and sometimes unexpected, places to raise a family.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Understanding how a stock works is key to understanding your investments.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Here’s a quick guide to checking to see if you have unclaimed money.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?
You’ve made investments your whole life. Work with us to help make the most of them.
Do you have causes that you want to support with donations? Here are three tips.
The decision whether to buy or rent a home may have long-term implications.