Security Through Strategic Wealth Planning
At The Masters Group, our mission is simple: to help extraordinary accumulators and business owners make wise financial decisions using the highest level of expertise, unparalleled client service and unique financial options. Our Extraordinary Living Process™ helps clients clarify and achieve their ultimate goals. We collaborate with CPAs, estate planning attorneys and insurance professionals to develop comprehensive financial plans that allow our clients to make decisions in pursuit of an extraordinary life.Contact Us
We help people who seek sound financial advice from independent sources.Learn More
Through comparative analysis and independent perspective, we help business owners pursue their objectives and success.Learn More
Extraordinary Living Process™
A systematic, multi-step approach to provide clients with clarity and confidence regarding their future.Learn More
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A few strategies that may help you prepare for the cost of higher education.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What if instead of buying that vacation home, you invested the money?
What is your plan for health care during retirement?
What does your home really cost?
A special needs trust helps care for a special needs child when you’re gone.
In life it often happens that the answers to our most pressing questions are right in our own backyards.