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Investing

Our Philosophy

At MasterPlan Wealth Advisors, we believe that no two investors are alike. Our investment process places the client at the center of the planning. We base our recommendations on a personalized approach using multiple investment strategies.

We use portfolios that are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation.

Our investment philosphy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital.

MasterPlan Wealth Advisors offers professional money management through strategic investment partners across the country. We research Third-Party Money Managers and select the most suitable for our clients. By offering the services of these Third-Party Money Managers we offer our clients a wider selection of products and services for clients with more sophisticated needs. Partnering with Third-Party Money Managers allows us to provide state-of-the-art investment solutions to help us meet each client’s unique needs.

Our Methods

MasterPlan Wealth Advisors uses active portfolio money managers who are systematic and persistent in their search for asset classes that exhibit rising demand and relative strength.

We use money managers that believe that intensive daily research in both the asset level and specific strategy level is critical to investment success. Our money managers also apply this same persistency in their innovative and unique approaches towards portfolio risk management.

The benefits? Our methods provide innovative and consistent risk management, aligns investment strategy with client investment objectives and tolerance for risk, provides ongoing portfolio monitoring, delivers clear and timely reporting to keep track of portfolio progress, and provides our clients with full account transparency.

Second Opinion Process

Our investment strategy and overall retirement plans deserve a second look. MasterPlan Wealth Advisors will provide you with a second opinion. Our second opinion service helps you determine if your current financial plan and investment strategy is right for the strategic investment challenges of today and tomorrow.

Markets can be volatile. They may be doing well today … but what about tomorrow?

Are you prepared? Many traditional strategies that worked in the past may not meet future market challenges.

Our second opinion process brings together a team of financial experts to replace a potentially incomplete plan with a customized retirement blueprint to meet your retirement needs, goals and objectives.

Advisory services offered through MasterPlan Retirement Consultants, Inc. Insurance services offered through Fricks and Associates, Inc. Tax services offered through MasterPlan Tax Services, Inc. The aforementioned are affiliated companies.

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