We have been serving clients and offering trusted guidance for more than 25 years. Click to read more.Learn More
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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. ￼
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Here are five facts about Social Security that are important to keep in mind.
It's important to make sure your retirement strategy anticipates health-care expenses.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Do your insurance needs stay the same when the nest empties?
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Do you know these three personal finance sayings?
Around the country, attitudes about retirement are shifting.
When do you need a will? The answer is easy: Right Now.
If you died, what would happen to your email archives, social profiles and online accounts?
How will you weather the ups and downs of the business cycle?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.