Money Masters Portfolios

Ideal for Investing the Following Asset Types:

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Retirement Investing

• New and Existing IRAs

• Existing IRA Rollovers

• Old 401(k)s, 403(b)s, etc.

• Retirement Plan Distributions

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General Investing

• Stocks and Bonds

• Mutual Funds

• Savings Accounts

• Certificates of Deposit

Once you open your R Account, our Go-Getters take care of everything. The nominated assets are liquidated and transferred to our custodian (Fidelity) for reinvestment in your Money Masters Investment Portfolio.

Money Masters

Hypothetical Results

YTD 2005 10 YR
Income Plus +7.61%
Benchmark +6.31%
Balanced Plus +8.77%
Benchmark +6.29%
Growth Plus +9.64%
Benchmark +5.98%

Important Disclosures