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Our Values

As an independent financial planning firm, our values aren’t just important to us - they are everything. They represent who we are as a firm, and serve as an honest reflection of our business.


We value transparency in everything we do. From the way we get paid, to how your portfolio is managed. Your financial plan is yours, and yours alone. While we collaborate with you to create it, you are in ultimate control of your financial plan. We utilize the latest industry-leading software and technology so that you are never left in the dark when it comes to the progress of your plan. Our team is always available to answer your questions, and ease your concerns.


As CERTIFIED FINANCIAL PLANNER professionals, we have taken a fiduciary oath to put the needs and goals of our clients, first. When you work with our firm, you will receive service that is honest, trustworthy, and always in your best interest - no matter what.


At Masus Financial Group, we measure our success, by the success of our clients. We take our role as your CFP seriously, and are committed to seeing you succeed. Rather than simply outline your future goals and dreams, we help you reach them.


Relationships are at the core of everything we do. As a firm, and as your advisors. Long-term financial goals require long-term plans, and we are dedicated to establishing relationships with our clients that last a lifetime. When it comes to the needs of our clients, we listen, engage, and are there for them through good times, as well as bad.