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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.

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Extraordinary Accumulators

We help people who seek sound financial advice from independent sources.

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Business Owners

Through comparative analysis and independent perspective, we help business owners pursue their objectives and success.

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Extraordinary Living Process™

A systematic, multi-step approach to provide clients with clarity and confidence regarding their future.

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Helpful Content

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

 

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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