Master Plan Investment Group

We are a comprehensive Wealth Management and Retirement Plan Advisory firm committed to assisting you in defining your financial objectives and carefully crafting a path to success. Our approach entails in-depth analysis and ongoing monitoring of your entire financial landscape, ensuring that your financial plan aligns with your values, risk tolerance, and long-term legacy. By collaborating with Master Plan Investment Group, you gain a dedicated partner who delivers expert advice with conviction, leveraging innovative solutions to optimize the impact of your investment strategy as you pursue your financial vision and legacy. Our Wealth Management Services: ? Investment management ? Retirement planning ? Post-retirement income planning ? Investment tax planning ? Social Security planning ? Estate planning ? Charitable giving strategies ? Insurance and long-term care planning ? Education planning Our Retirement Plan Consulting Services: For employers seeking a co-fiduciary and dedicated partner, we collaborate closely with your organization to drive positive outcomes in that area of: ? Plan Design & Executive Plan Options ? Co-fiduciary Governance Practices ? Investment Selection & Monitoring ? Plan Vendor Selection & Benchmarking ? Investment Policy Statement (IPS) Development ? Employee Financial Education & Wellness Programming Securities and advisory services offered through CFN?, Member FINRA.org/SIPC.org, a Registered Investment Adviser. Fixed ins. products and services offered through Master Plan Investment Group and CES Ins. Agency. 65 S. Main St (A-205) Pennington, NJ 08534. This communication is strictly intended for individuals residing in the states of CA, DE, GA, MA, MD, MO, NC, NH, NJ, NY, PA, SC, TX, VT, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Terms of Use here: www.commonwealth.com/termsofuse.html

网站

https://www.masterplaninvestmentgroup.com

Master Plan Investment Group的外部链接

所属行业

金融服务

规模

2-10 人

总部

Pennington，New Jersey

类型

私人持股

创立

2019

领域

Plan Design & Executive Options、Co-fiduciary Governance Program、Investment Selection & Monitoring、Vendor Selection & Benchmarking、Investment Policy Statement (IPS)、Employee Financial Wellness Program、Investment Management、Retirement Planning、Post-retirement income Planning、Insurnace、Long-term Care Insurance和Education Planning