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. ￼
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Military families face unique challenges, making personal finance even more critical.
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Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
When you’re married and have children, insurance needs will be different.
Is your estate in order? This short quiz may help you assess your overall strategy.
Term insurance is the simplest form of life insurance. Here's how it works.
Protect yourself against the damage that your homeowners policy doesn’t cover.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There are three things to consider before dipping into retirement savings to pay for college.
When should you take your Social Security benefit?
What are your options for investing in emerging markets?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.