Broker Check

Services For Extraordinary Accumulators

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

Retirement Distribution Strategies

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

*Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.

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