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Retirement Consulting 


We have been serving clients and offering trusted guidance for more than 25 years. Click to read more.

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Registered Investment Advisor


We only offer objective guidance without conflicts of interest. Click to read more.

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Fiduciary Care


We always act in the client’s best interest and put their needs first. Click to read more.

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Economic Research


For many years, Masters Consulting Group has been deeply involved in primary economic research.

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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. 

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Helpful Content

Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

 

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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