- Five Star Wealth Manager Award Winner 2012-2020
- CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional: December 22, 2014
- Certified Kingdom Advisor® (CKA®): February 2, 2016
- Accredited Asset Management Specialist™ (AAMS®): July 7, 2008
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
o Debt Reduction
o Saving & Investing
o Values & Lifestyle
o Wealth Management & Stewardship
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.
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.
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