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
Company Details
- Employees
- 4
- Founded
- -
- Address
- 65 S. Main Street,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- 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, Education Planning.
- HQ
- Pennington, New Jersey
- Competitors
- Females and Finance Community, YEA! Impact, Younity, Alamere - LinkedIn Ads Agency, Centennial Wealth Management-a private wealth advisory practice of Ameriprise Financial Services,LLC, Hummingbird International LLC, Pure Parima, Aurobindo Pharma USA, Inc., HUB Retirement and Wealth Management (Formerly Peak Financial Group), TagHawk.
Master Plan Investment Group Questions
Master Plan Investment Group's website is http://www.masterplaninvestmentgroup.com
Master Plan Investment Group's LinkedIn profile is https://www.linkedin.com/company/master-plan-investment-group
Master Plan Investment Group has
4 employees.
View email and phone details for 4
employees at Master Plan Investment Group.
Master Plan Investment Group's industry is
Financial Services
Master Plan Investment Group's top competitors are
Females And Finance Community,
Yea! Impact,
Younity,
Alamere - Linkedin Ads Agency,
Centennial Wealth Management-A Private Wealth Advisory Practice Of Ameriprise Financial Services,llc,
Hummingbird International Llc,
Pure Parima,
Aurobindo Pharma Usa, Inc.,
Hub Retirement And Wealth Management (Formerly Peak Financial Group),
Taghawk.
Master Plan Investment Group's categories are Financial Services
Master Plan Investment Group's founding year is 2019
