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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Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
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Your credit score may influence how much you pay for auto and home insurance.
For some, the social impact of investing is just as important as the return, perhaps more important.
When considering life insurance, it's important to understand your options.
Knowing your options when a CD matures can help you make a sound investment decision.
Understanding the economy's cycles can help put current business conditions in better perspective.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
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.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Taking your Social Security benefits at the right time may help maximize your benefit.
How do the markets usually react to elections? Was the 2016 election any different?
What is your plan for health care during retirement?
A special needs trust helps care for a special needs child when you’re gone.
Here’s a crash course on saving for college.