Worried that your financial strategy

is missing something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

Our Retirement Flight Plan process is designed to help develop, implement and monitor a financial strategy customized to your individual situation. From managing debt to saving for college and retirement, we utilize all our resources to help empower you to pursue your goals while making informed financial decisions.

Masters Wealth Management's Retirement Flight Plan

At Masters Wealth Management, our services and processes are designed to always put your best interest first. This allows us to build lasting relationships with our clients built on trust, integrity and accountability.

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    PRE-BOARDING

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    FLIGHT-PLAN MEETING

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    TAKING FLIGHT MEETING

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    LANDING IN RETIREMENT

Pre-Boarding

During our initial meeting, the goal is to get to know each other, discuss your vision for your family's desired financial future and take a snapshot of where you are currently. We’ll take the information gathered to analyze your asset allocation, risk and performance. All information is confidential and for your use only. Our financial analysis will review cash flow, retirement projections and estate issues. (no cost for this)

Pre-Boarding

Flight-Plan Meeting

In this follow-up meeting, you’ll get our analysis report explaining what your current financial data shows based on your assumptions and expectations. Strategies that may help you reduce risk, increase returns, reduce taxes and eliminate estate issues will be discussed. We will also present our recommendations for resolving any issues we found. (no cost for this)

Flight-Plan Meeting

Taking Flight Meeting

Should you choose to implement our recommended strategies, we will discuss in-depth how we can help you with your current investment portfolio. We will review any costs you would incur to implement the recommended strategy. (all costs and how we get paid will be discussed)

Taking Flight Meeting

Landing In Retirement

Our team will work with you to implement your plan. We will help you track and monitor your progress. You will receive regular updates via phone and statements. You will also have access to all account documents through our online client portal. We will annually review your asset allocations, risk exposure, performance and estate issues. Our team is always happy to answer your questions!

Landing In Retirement
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We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts

Probate

Tax Planning

Charitable Giving

Estate Planning

Ready to Take

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Schedule a Meeting
Register for a Seminar

Or give us a call at 404-400-5070.

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