Money Masters Portfolios

Ideal for Investing the Following Asset Types:

>

Retirement Investing

• New and Existing IRAs

• Existing IRA Rollovers

• Old 401(k)s, 403(b)s, etc.

• Retirement Plan Distributions

>

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

3 YR 5 YR 10 YR
Income Plus +8.98%
Benchmark +6.31%
Balanced Plus +10.47%
Benchmark +6.29%
Growth Plus +11.69%
Benchmark +5.98%

Important Disclosures