Master Plan Investment Group
Financial Services - Pennington, NJ, US
Master Plan Investment Group Employees
Master Plan Investment Group Details
A comprehensive Wealth Management and Retirement Plan Advisory firm that helps you clarify financial goals to carefully chart a course for success. Our process includes thorough analysis and monitoring your complete financial picture to ensure that your financial plan reflects your values, risk tolerance and legacy. When you work with Master Plan Investment Group, you'll find a partner dedicated to delivering expert advice with conviction, using innovative solutions to maximize the impact of your investment plan as you pursue your vision and legacy.Our Wealth Management Services:• Investment management• Retirement planning• Post-retirement income planning• Investment tax planning• Social Security planning• Estate planning• Charitable giving strategies• Insurance and long-term care planning• Education planningOur Retirement Plan Consulting Services:For employers, looking for a co-fiduciary and dedicated partner, we work with your organizations to impact:• Plan Design & Executive Plan Options• Co-fiduciary Governance Practices• Investment Selection & Monitoring• Plan Vendor Selection & Benchmarking• Investment Policy Statement (IPS) Development• Employee Financial Literacy & Wellness ProgrammingSecurities and advisory services offered through Commonwealth Financial Network®, Member FINRA.org/SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through Master Plan Investment Group and CES Insurance Agency. 65 S. Main St (A-205) Pennington, NJ 08534. This communication is strictly intended for individuals residing in the states of CA, DE, GA, MA, MD, MO, NC, NH, NJ, NY, PA, SC, TX, VT, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Please review our Terms of Use here:www.commonwealth.com/termsofuse.html
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