Retirement Consulting
We have been serving clients and offering trusted guidance for more than 25 years. Click to read more.
Learn MoreRegistered Investment Advisor
We only offer objective guidance without conflicts of interest. Click to read more.
Learn MoreFiduciary Care
We always act in the client’s best interest and put their needs first. Click to read more.
Learn MoreEconomic Research
For many years, Masters Consulting Group has been deeply involved in primary economic research.
Learn MoreWe 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. 
Helpful Content
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate