Our 4-step Path to Retirement

YOUR RETIREMENT – OUR PATH

At Masters Wealth Management Group, home of the Master Retirement Plan, we offer a wide range of financial planning and income planning services focused on individuals and families who are in or nearing retirement age. We pride ourselves on developing comprehensive, written retirement plans and thoroughly manage every aspect of retirement so that you can rest easy, knowing that your assets are well-positioned to match your personal goals and to help provide reliable income in retirement.

All of the financial services we offer, fall under our 4-step path to retirement. Once we develop your plan, we will not stop there. Now, begins the journey. We will be there to help you analyze, implement and monitor your plan every step of the way for the rest of your life.

Scroll below to start your path today!

STEP ONE

INCOME PLANNING

Through our retirement planning process, we will review your current income situation and show you your potential income in retirement. We’ll work with you to create a sustainable income that will last for your life. We’ll help you understand your social security options and maximize the benefits for your situation. If you have a pension, we will guide you through the options available and help you make the right choice. We’ll help prepare you for other considerations such as a premature death of a spouse, inflation, or taxation.

STEP TWO

TAX PLANNING

Taxes are one of the single largest expenses we have, yet we spend so little time considering ways we can keep Uncle Sam out of our pockets. At Masters Wealth Management Group, we take an integrated approach to financial planning, one that includes tax minimization strategies, and we have the right professionals to help. Every financial move you make has tax implications, so having a comprehensive retirement plan with tax-smart investment strategies is vital. Remember, it’s not only what you make but what you keep!

STEP THREE

MEDICARE & LONG-TERM CARE

Choosing the best healthcare or Medicare plan that fits your needs can be a challenging task. Long-term care planning can help financially protect you and your family from unexpected medical issues that may arise as you age. You have many options to choose from and our team is available to help you make a confident decision about the plan options that may be best for you.

STEP FOUR

LEGACY & ESTATE PLANNING

We believe the fastest way to erode your life’s work is to not have an estate plan in place. An estate plan shelters your assets and provides for your family in the event you are no longer around to provide for them yourself. By working collaboratively with estate planning attorneys, we can help maximize the amount that your loved ones will inherit, help control how the money is given, and minimize the taxes that are paid.

LETS GET STARTED

Get started on our 4–step path to retirement, and request your complimentary Master Retirement Plan.

GET STARTED TODAY!