Individual Investment Planning
“Corporate employees often look to us for specialized guidance regarding their own wealth management needs." ~ F. Patrick Cunnane MBA, CIMA®, AIFA® Managing Principal Masters Consulting Group
Masters Consulting Group applies the same conservative investment philosophies and consultative approach to serving the wealth management needs of individuals and families. As an Accredited Investment Fiduciary® and Certified Investment Management Analyst®, we serve you in a clients first capacity, placing your needs first at all times.
- We are committed to helping you preserve and manage your assets, prepare for retirement and unexpected events, and develop a legacy that benefits your loved ones and future generations.
- As your financial partner, we listen and respond to your needs using clear, simple language.
- As independent LPL Advisors, we seek to avoid conflicts of interest resulting from ties to specific product providers, investment banking organizations or home office directives.
- We offer personal service, seek to develop innovative strategies, and pledge to lead you with great care along the path to pursuing your goals.
We use a comprehensive discovery process to help identify your personal needs, then implement and monitor a wealth management strategy designed to help you pursue financial independence. Always consult your tax &/or legal advisors before implementing any transactions and/or strategies concerning your finances. Our strategies focus on three key areas: