Masters Wealth Management Group
Financial Advising
Why pick this one
Masters Wealth Management Group has served Eastern North Carolina since 1979, focusing on retirement income, taxes, healthcare, and legacy planning.
Best for
- People within about ten years of retirement
- Retirees needing a monthly income plan
- Families planning for long-term care and Medicare costs
- People evaluating Roth conversions, RMDs, or retirement withdrawal order
- Clients seeking retirement planning without an account minimum
Look elsewhere if
- People seeking CPA tax-return preparation
Specialties
- retirement income planning
- Social Security claiming and withdrawal-order planning
- retirement tax planning
- Medicare and long-term care planning
- legacy and estate planning
What makes them different
- Founded in 1979 and serving families across Eastern North Carolina
- Offers a free 20-minute call with no account minimum
- Gary Mastrodonato works directly with clients
- Works with multiple insurance carriers rather than a single carrier
- Hosts the Mastering Your Money radio show
- Years in business
- 47
- Serves
- Oriental
Distilled from this business's own website.
Contact & Location
- Address
- 807 Broad St, Oriental, NC 28571-9781
- Phone
- +12522490100
- Website
- http://www.masterswealth.com/
- info@masterswealth.com
Services
- financial planning
- retirement planning
- income planning
- tax planning
- insurance planning
- estate planning