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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 objective mix of investment options, education and personalized counsel to help your employees pursue their retirement goals. 

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Helpful Content

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A letter of instruction provides additional and more personal information regarding your estate.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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Estimate how much of your Social Security benefit may be considered taxable.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

Historical Inflation

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

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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This calculator demonstrates the power of compound interest.

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Investment Strategies for Retirement

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

Managing Your Lifestyle

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

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There are some smart strategies that may help you pursue your investment objectives

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An Inside Look at Retirement Living

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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