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
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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
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Knowing your options when a CD matures can help you make a sound investment decision.
Do you have an estate strategy? You should.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Six overlooked tax deductions to help manage your tax bill.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
With alternative investments, it’s critical to sort through the complexity.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
You’ve made investments your whole life. Work with us to help make the most of them.
Investors seeking world investments can choose between global and international funds. What's the difference?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here are five facts about Social Security that might surprise you.