We are a comprehensive Wealth Management and Retirement Plan Advisory firm committed to assisting you in defining your financial objectives and carefully crafting a path to success. Our approach entails in-depth analysis and ongoing monitoring of your entire financial landscape, ensuring that your financial plan aligns with your values, risk tolerance, and long-term legacy. By collaborating with Master Plan Investment Group, you gain a dedicated partner who delivers expert advice with conviction, leveraging innovative solutions to optimize the impact of your investment strategy as you pursue your financial 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 planning

Our Retirement Plan Consulting Services:
For employers seeking a co-fiduciary and dedicated partner, we collaborate closely with your organization to drive positive outcomes in that area of:
• Plan Design & Executive Plan Options
• Co-fiduciary Governance Practices
• Investment Selection & Monitoring
• Plan Vendor Selection & Benchmarking
• Investment Policy Statement (IPS) Development
• Employee Financial Education & Wellness Programming

Securities and advisory services offered through CFN®, Member FINRA.org/SIPC.org, a Registered Investment Adviser. Fixed ins. products and services offered through Master Plan Investment Group and CES Ins. 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. 
Terms of Use here: www.commonwealth.com/termsofuse.html

Master Plan Investment Group

Org chart

Teams

Offices