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. ￼
Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The market is as unpredictable as the weather. We’d love to help you prepare.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Couples may be able to head off many of the problems in a marriage that money can cause.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, cracking the code on bonds.
Understanding the cycle of investing may help you avoid easy pitfalls.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Making the most of surprises is a great reason to work with us.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.