How We Can Help You

    Watch this short video to see how we can work with you to help improve your outlook for your financial future. Learn more about the services we offer and our financial education seminars designed to help you make informed decisions.


    Master Plan Life Stages Graphic



    Services for Individuals and Families


    Accumulation Planning

    This planning addresses your investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance. To help protect your ability to earn and accumulate wealth, you may choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.

    Post-Retirement Income Planning

    After carefully saving for years to enjoy your retirement, it is just as important to have a solid plan to spend your retirement savings over your lifetime. Factoring in inflation, healthcare costs, and unexpected life changes is essential to your plan.

    Estate and Gift Planning

    This planning creates a master plan for the management of your property during life and the distribution of that property at death. Estate planning aims to give you more control over your assets during life, provide care when disabled, and allow for the transfer of your wealth at the lowest possible cost.

    Life Insurance

    These solutions are intended to minimize financial and other losses potentially associated with risks to your assets, business, or health. Examples of risk are personal and professional liability, business ownership, property loss, and catastrophic illness or disability.

    Tax Planning

    Although decisions are rarely made solely on their tax impact, you should have a working knowledge of the income or estate tax issues and costs involved. A major goal of tax planning is minimizing federal income tax liability.

    Long-Term Care Insurance

    We can provide you with information about long-term care planning and review your financial plan to ensure that you're prepared for the life changes we all face.

    Master Plan Financial Education Seminars

    We offer individuals and families a variety of helpful financial education seminars. Contact us to learn more.

    Retirement Planning
    Social Security Planning
    Post-Retirement Income Planning
    Investment Tax Planning
    Estate Organization and Planning

    Budget and Credit Management
    Money Management 101: Saving and Investing
    Managing and Reducing Debt, Including Student Loans
    Investment Fundamentals
    Navigating Life Insurance and Long-Term Care
    Education Planning