Tap into Our Experience

    We actively work to increase financial literacy, investment know-how, and generational wealth by speaking at conferences, webinars, and community events. If you need a financial professional to share their financial insight with your organization, invite us to your upcoming conference or webinar.

    Please contact us at [email protected].

    Upcoming Events



    Master Fitness and Financial Tools to Energize & Thrive

    July 20, 2021
    7 PM
    Join us in person or virtually to learn tools to live a healthy and financially abundant life. Start your journey to learn simple tools and practices that you can apply daily to have more energy, better health, and financial peace today and every day!

    Register Here 


    Retirement Income Planning Party Of Two

    October 20, 2021
    12 PM
    Unravel the strategies of joint income.

    Register Here 




    Spotlight: Advisor Ka'Neda Bullock's Master Plan

    Our Broker-Dealer, CFN, features Advisor Ka'Neda, highlighting her career in financial services and commitment to women and diversity in the industry.

    Read Article​ 


    We've Moved & Reopening June 7

    Our New Address:
    65 S. Main Street C-201
    Pennington, NJ 08534


    We are proud to announce a new Master Plan Investment Group team member, T.J. Bush

    Paraplanner Intern
    T.J. brings comprehensive financial planning and alternative investment outlook experience to your team.