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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