From Wall Street to Main Street.

Those Who Know Fare Better.

Navigate the retirement waters with Masters Wealth Management.


Helping you meet your financial needs is our first priority.

We use insurance products and a variety of investment products to help you build financial strategies.

Will I have enough?

Retirement Income Strategies

Life expectancy in the United States is at an all-time high.1 While that’s great news, one drawback to a longer life is the greater possibility of outliving your savings.

Figuring out the best way to make your savings stretch over the next 25 to 30 years can not only be confusing, it can also be overwhelming.

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Accumulate Wealth

Wealth Management

Generally speaking, the longer you invest the more potential your money has to grow. If you are still trying to recover from losses in recent years and you’re looking to get back on track to accumulating wealth, you may want to consider a more aggressive asset allocation with at least a portion of your money.

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Income you won't outlive


With pension offerings on the decline, you may want to consider a fixed income component to your financial strategy. In short, adding an annuity may be an opportunity to help ensure a portion of your retirement income will be guaranteed.

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Protect Your Nestegg

Asset Protection

Diversifying your retirement assets among a variety of vehicles — including a mix of both insurance products and investments, depending on what is appropriate for your situation — may offer you a better chance of meeting your retirement income goals.

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protect your loved ones

Life Insurance

If helping loved ones maintain a standard of living, and avoid financial hardships after your passing is a priority for you, life insurance products can help. A general rule is that you may want to seek coverage between five and seven times your gross annual income. As far as the various types of policies go, they can generally be placed into one of two categories: term and permanent.

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“Clients are our family. That’s why we get up in the morning, that’s why we get excited, that's why we come to work every day. Clients are our lifeblood. ”


In the Media


(Replays Sundays at 1 p.m. & 7 p.m. on 107.1FM)

Watch Gary’s appearance on the Fortune Knowledge Group.