Our Services
Products & Services
At Masus Financial Group. Ltd., we provide assistance in the following areas:
Investments
- Bonds
- Common Stock
- Education IRA – 529
- Fee Based Portfolios
- Brokerage Accounts
- 401(k) Rollovers
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Money Markets
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuities
- Real Estate Investment Trusts (REIT)
Retirement Plans
- Cash Flow Analysis
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- Tax Efficient Investment Strategies
- Trust Services *
- Investment Portfolio Review
- Insurance Portfolio Review
- Stock Option Management
- Cash Balance/401(k) Combo Hybrid Plans
Insurance
- Medicare Supplement
- Disability
- Life
- Long Term Care
* LPL Registered Representatives offer access to trust services through the Private Trust Company N.A. an affiliate of LPL Financial.
If you would like to know more about our Products & Services, please contact us at:
Masus Financial Group. Ltd.
515 N. River St. Suite #100
Batavia, IL 60510
Phone:(630) 879-8464 Fax:(630) 879-8595Email: todd.masus@lpl.com