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 UsExtraordinary Accumulators
We help people who seek sound financial advice from independent sources.
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Through comparative analysis and independent perspective, we help business owners pursue their objectives and success.
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A systematic, multi-step approach to provide clients with clarity and confidence regarding their future.
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Helpful Content
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Emerging Market Opportunities
What are your options for investing in emerging markets?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.