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

5 YR 3 YR 1 YR
Income Plus +26.35%
Benchmark +14.36%
Balanced Plus +30.06%
Benchmark +20.71%
Growth Plus +33.65%
Benchmark +25.44%

Important Disclosures