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 objective mix of investment options, education and personalized counsel to help your employees pursue their retirement goals. ￼
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Five overlooked tax deductions to help manage your tax bill.
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Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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Without your knowing, your investment portfolio could be off-kilter.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
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.
Life insurance proceeds are generally tax-free. But not in all cases.
Beware of these traps that could upend your retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Estimate how much income may be needed at retirement to maintain your standard of living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
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When markets shift, experienced investors stick to their strategy.
For women, retirement strategy is a long race. It’s helpful to know the route.
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It's easy to let investments accumulate like old receipts in a junk drawer.