How We Help
Eager to get to know you, your family, and your business, our goal is to form a long-term relationship with you that is built on trust, honesty, and respect. As you pursue financial security and peace of mind, it is important to do so with an advisory firm that has the knowledge and experience to instill comfort and confidence in all areas of your personal and professional finances.
INDIVIDUALS & FAMILIES
Our personal financial planning and portfolio investment advisory services are designed to help you meet your short- and long-term individual financial goals. In our complex, rapidly changing financial world, individuals and their families are increasingly anxious about their financial future. Will you outlive your retirement funds? Can you afford to put your children through college while assisting elderly parents? How can you minimize taxes? These timeless questions are occurring in even more uncertain investment markets that include corporate layoffs, changing interest rates, new tax laws, reduced employee benefits, employee-funded retirement plans, and a profusion of financial products.
BUSINESSES
Masus Financial Group provides small- and medium-sized businesses with retirement plan development and investment advisory services. Today’s competitive environment demands the best in employee benefits. Nowhere is this more important than in providing savings and retirement plans that attract and retain quality employees and reward business owners. Business executives who wish to defer more income to retirement than allowed by qualified plans should explore non-qualified retirement plan options. Masus Financial Group can help assure that your business has the most appropriate plan, that allows you to keep pace with the demand for greater flexibility, service and support.
Our services do not stop with the numbers. Through personnel meetings, specially tailored slide presentations and literature, we conduct employee enrollment and educational seminars to explain your company’s plan choice and the benefits of participation.
Services
Masus Financial Group, Ltd., offers a comprehensive suite of financial planning services to individuals, families, and businesses through the support of LPL Financial. Formed in 1989, LPL Financial has since become the nation’s leading independent broker-dealer. Offering an integrated platform of proprietary technology, brokerage, and investment advisor services on a state-of-the-art technological platform, LPL Financial promotes education and empowerment through guidance and collaboration with its brokers.
Individual Services
At Masus Financial Group, investment guidance and advice is provided by a CERTIFIED FINANCIAL PLANNER™ Professional. Our CFP consultants can help you with:
- Financial Planning
- Trust & Estate Planning
- Retirement Planning
- Education Planning
- Tax Planning
- Investment Planning
- Insurance Products
Business Services
Masus Financial Group offers guidance to help establish your plans investment objectives and policies. We also provide appropriately updated recommendations as to individual investments that best pursue your employees’ ongoing investment goals. Our CFP business consultants can assist you with:
- Defined Benefit Plans
- Asset Management through LPL Financial
- Terminal Funding Advisors Services
- Defined Contribution Plans
- Profit Sharing
- 401(k) Plans
- Keogh Plans
- SEPs
- Simple Plans
- Cash Balance/401(k) Combo Hybrid Plans
- Non-Qualified Deferred Compensation Plans
- Section 162 Bonus Plans
- Split Dollar Arrangements
- Financial Advisory Services
- Buy/Sell Partnership Agreements
- Exit/Succession Strategies
- Stock Redemption Plans