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
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.