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. ￼
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Investors who put off important investment decisions may face potential consequence to their future financial security.
In the face of divorce, making changes to insurance coverage may be overlooked.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?