Masters of Retirement, Inc. is a privately held boutique consulting firm delivering a powerful and comprehensive approach to retirement planning. Solutions in lieu of products-driven, the company offers consulting, administration and case management that integrates estate planning, asset protection and risk management techniques, retirement planning, wealth preservation, financial management, tax mitigation, cash flow and income planning services.
Clients enjoy:
The company, based in Laguna Niguel, California, is committed to delivering personalized attention, one-stop investment counsel and wealth advisement support to current and prospective retirees. The Masters Strategy program has been carefully developed to foster steady income and original principal returns, with illustrations based on minimum guarantees of both principal and interest for periods ranging from four to six years. The company’s Strategic Asset Retirement Plan is designed to incorporate multiple asset management areas of concentration.
Through the last 30 years, we are most proud of our performance; we have NEVER had a client lose money, not a single cent.
