Broker Check
The Physics to Economics Model The Physics to Economics Trade Model The Physics to Economics Rate of Return Model Factors of Counterforce

Retirement Consulting 


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

Fiduciary Care


We always act in the client’s best interest and put their needs first. Click to read more.

Learn More

Economic Research


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

Contact Us

Helpful Content

Bi-Weekly Payments

Bi-Weekly Payments

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

Five Most Overlooked Tax Deductions

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

 

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

View all articles arrow

Social Security Taxes

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

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

View all calculators arrow

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.

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

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

View all presentations arrow

The Power of Tax-Deferred Growth

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

When Markets React

When markets shift, experienced investors stick to their strategy.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Junk Drawer Approach to Investing

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

View all videos arrow