About Masters of Retirement, Inc.

Masters of Retirement, Inc is a privately held firm located in San Clemente, California established since 1992 under the name Rwest. It is a private boutique firm that provides a unique high end services comprising of comprehensive consulting, administration and case management services that integrate a full array of different packages including estate planning, asset protection, risk management, retirement planning, wealth preservation, financial management, tax strategies, cash flow and income planning. Masters of Retirement, Inc. is committed to providing each and every client with personal service, bridging complex services of investment counseling to wealth advisement.

• Provides a comprehensive retirement plan
• A deep collaborative solution
• A flexible program to change when you change
• A methodical process with predictable results
• Solution driven, not product driven

The firm is engaged and contracted with multiple companies representing in excess of over 10 billion dollars in aggregate premiums. Each company selected is national in scope and is rated “A” and higher by Standard and Poors, A.M. Best and Weiss Research. All companies are approved in California and regulated by the California Insurance Commissioner in Sacramento. (800) 927-4357.

The principal of the firm has over 20 years in capital markets including mergers and acquisitions, real estate syndications, financial planning, investment consulting, wealth advisement and is licensed in the State of California.

The Masters Strategy program is designed to optimize a steady level of income and return the original principal. The illustrations are based on minimum guarantees, both, principal and interest rate for periods between 4-6 years. The Strategic Asset Retirement Plan is a comprehensive program incorporating several areas during the development.