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
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Emerging Market Opportunities
What are your options for investing in emerging markets?
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The item most homeowners forget on their home improvement project checklist is insurance.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Learn when it may not make sense to file a claim on your home insurance.
Here are 5 reason why you may consider working through retirement.
Bonds may outperform stocks one year only to have stocks rebound the next.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here are five facts about Social Security that might surprise you.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
There are a few things to consider when buying or leasing your next vehicle.
A special needs trust helps care for a special needs child when you’re gone.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.