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 (TD Ameritrade) for reinvestment in your Money Masters Investment Portfolio.

Money Masters

Hypothetical Results

5 YR 3 YR 1 YR
Income Plus +2.90%
Benchmark +5.79%
Balanced Plus +1.17%
Benchmark +4.07%
Growth Plus -0.46%
Benchmark +2.39%

Important Disclosures