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Services For Extraordinary Accumulators

Every Portfolio is different.  The Masters Group uses a combination of investment tools to meet each client's unique needs.

Retirement Distribution Strategies

  • Retirement with a comfortable standard of living
  • IRA Rollover Options
  • Strategies surrounding taxes on retirement accounts
  • Establish multi-generation IRAs
  • Unique stock market alternative investments

Wealth Management & Investment Analysis

  • Wealth preservation
  • Investment evaluation
  • Consideration of tax consequences
  • Portfolios designed around client goals, time frame and tolerance for risk

Estate Planning

  • Potentially minimize probate expenses, delays and publicity
  • Estate tax strategies
  • Evaluate proper manner of holding title to property
  • Long term care and independent living planning