As seen in
Indianapolis Five Star award winner

PROFESSIONAL ACCOMPLISHMENTS

AWARDS

SPECIALTIES

AREAS OF FOCUS:
o Comprehensive Financial Life Planning
o Retirement Planning & Income Management
o Investment & Wealth Management Planning
o Estate Planning & Wealth Transfer
o Insurance Planning & Risk Management
o Income Tax Planning
o Education Funding
o Charitable Giving
o Business Planning: General and Benefit Plans

COACHING:
o Debt Reduction
o Saving & Investing
o Values & Lifestyle
o Wealth Management & Stewardship

 

Masthead Advisory Group

Info@MastheadAdvisors.com

(317) 863-5355

Masthead Advisory Group was formed to provide God-honoring, comprehensive, personalized stewardship plans to help clients achieve retirement income, wealth management and estate transfer goals.

We strive to give compassionate and caring service that always exceeds clients' expectations and leads to growth through referrals of family, friends, neighbors and associates.

Our Firm

We are a full-service Bible-based Financial Life Planning firm committed to helping people pursue their life and financial goals. We offer a wide range of tools and financial services to individuals, organizations and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach those goals through our personalized process and independent advice.

Please call us for an appointment to learn more about our firm and the range of services we can provide. Our firm has relationships with a wide variety of financial service companies and professionals, so in the event you need a service we do not currently provide, we can recommend a like-minded professional who can serve your needs.

Our Mission Statement

To serve as the financial solutions provider of choice for retirement, investment, insurance, income tax, estate and financial life planning needs.

To provide God-honoring comprehensive personalized stewardship plans which achieve clients' wealth management, retirement income and estate transfer goals.

To give compassionate and caring service that endeavors to exceed clients' expectations and leads to growth through referrals of family, friends, neighbors and associates.

To Serve, To Protect and To Prosper all those God leads to our door.

Our Philosophy

While working with you to develop a personalized, comprehensive Financial Life Plan, we will walk with you through a step-by-step process that will help you feel confident in your decisions.

Once your goals have been established, we will work together to develop appropriate strategies to suit your vision and align with your objectives. We work with you to help implement a sound Financial Life Plan utilizing state-of-the-art tools to provide:

·         Savings & Debt Management Planning

·         Personalized Investment & Wealth Management Plans

·         Strategic Retirement Planning

·         Estate Planning & Wealth Transfer

·         Insurance Planning & Risk Management

·         Income Tax Analysis & Management

·         Education Funding Plans

·         Business Planning: General & Benefit Plans

 

Click to access BrokerCheck

Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL  62522. (217) 425-6340.  Masthead Advisory Group is independently owned/operated and is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 4,016 Indianapolis-area wealth managers were considered for the award; 143 (8% of candidates) were named 2020 Five Star Wealth Managers. 2019: 1,659 considered, 153 winners; 2018: 1,588 considered, 149 winners; 2017: 1,164 considered, 182 winners; 2016: 1,083 considered, 332 winners; 2015: 1,743 considered, 348 winners; 2014: 2,009 considered, 360 winners; 2013: 1,624 considered, 413 winners; 2012: 1,375 considered, 387 winners.