Personal Solutions

MASTERS Financial & Insurance Group, L.L.C., provides individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages in life. Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you're going and how to get there. Below are just a few ways we can assist you.

A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. We will work with you and your other advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your personal philosophies and family needs.

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Our Eagle Strategies financial advisors work with our clients to design and implement a variety of  accumulation and retirement strategies, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds , and access to third-party wealth management programs*. Our financial advisors offer a consistent process to help ensure management of investment assets according to your risk tolerances and investment goals.

Managing your wealth requires a clear understanding of your overall investment objectives. Through our affiliation with Eagle Strategies LLC, our comprehensive investment advisory capabilities utilize a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons.

There are numerous financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.

Our financial advisors with Eagle Strategies LLC provide personalized financial planning* to our clients that is specific to several variables including their income, risk tolerance, values, and family. They work with each client to identify and prioritize their goals, explore options, establish effective strategies, construct and execute a plan, and assess the performance of the plan and make adjustments as needed.

Charitable planning allows you to support the organizations and causes that matter to you, while providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving plan that is in alignment with your personal and philanthropic goals.

When you leave a job or retire, you have a decision to make regarding your 401(k) money. While leaving those assets in the former employer’s plan is an option, a rollover should be a strong consideration. We can help you determine the right course of action for you.

*Offered by qualified financial advisers through Eagle Strategies LLC, a Registered Investment Adviser.

If you have a family member or loved one with special needs, we understand that you have different financial concerns than most other people. Our team has a variety of tools and resources available to help you create a highly-personalized, comprehensive plan designed to help you make sure their needs are taken care of now and in the future.

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