What is The Master's Financial Group, Inc.?
The Master's Financial Group, Inc. is a compprehensive financial planning* organization offering education and experience in descovering and meeting your financial goals. We are a member of the Better Business Bureau and The Chamber of Commerce.
Top of Page
As a client what service can I expect?
There are so many services we offer our clients, let us give you the big picture. We have discovered over the last twenty years that our clients are really trying to accomplish four things. Reduce taxes, increase income, increase their net worth and leave a legacy to their families and in some cases to charities. We have found that to best serve these four areas for our clients, we need to focus our practice in several separate but related specialties. Namely Retirement Planning, Business Continuation, Estate Planning and Charitable Planning, In the Charitable area, it is true with proper design you can get much more than you give. Our clients are realizing their Charitable Goals while avoiding Capital Gains Tax on highly appreciated assets, such as stocks and real estate while benefiting their family substantially.
The benefit of obtaining financial products through us is that we are not tied to any one-product vendor and we have the freedom to select the best choices from a number of companies. Our clients are special people. They can do business with anyone they want. For those who choose to become our clients, we go the extra mile to make them feel really comfortable and secure in doing business with us. We like to meet with our clients at least yearly. We send them an informative quarterly newsletter that talks about change in Tax Law, Investment*, Charitable Planning and Retirement strategies and creative new ways to meet their financial goals. In our opinion all these things combined give our clients service and personal attention that is second to none.
Top of Page
Whom do we serve?
The Firm serves individuals and businesses.
Top of Page
Who can benefit most by our services?
Anyone who has a financial, tax or investment* problem, or who wishes to plan prudently for his or her financial future. Furthermore, persons who desire a higher, more sophisticated level of financial planning* services may find our programs appealing.
Top of Page
How much money do you need to start a financial program?
There is no minimum or maximum dollar requirement. We recognize those persons with little or no assets have financial challenges, too.
Top of Page
What is a financial plan?
An in-depth review of your financial situation, taking into account your goals and objectives, and focusing on income tax planning, asset management, estate planning, risk management, educational planing, and retirement. The plan analyzes and recommends ways that you can achieve you financial objectives.
Top of Page
How do we get compensated?
By being an Investment Advisor Representative*, Chuck and John are allowed to charge fees for preparation of a financial plan*. We find that if we do our homework and give sound financial advice*, then people want to do business with us. A client who chooses to use us to implement a product or a service through our firm compensates us. However, there is no pressure to do so. If you like the work that we do we ask you to refer us to several other potential clients to reduce our time spent marketing.
Top of Page
Do we offer financial planning* products, such as investments*, insurance, and tax favored* plans?
Yes, through Sunset Financial Services, financial products can be purchased from us to implement your financial plan. Also, the Master's Financial Group, Inc. sells financial planning advice on a fee-paid basis.*
Top of Page
What types of securities do we provide advice for?
Through Sunset Financial Services, we provide equities, corporate bonds, municipal bonds, mutual funds, variable annuities, and limited partnerships.*
Top of Page
What method of analysis do we use to analyze investments?
We use a fundamental approach, such as economic conditions, earnings, industry outlook, politics (as it relates to the investment), historical data, dividends, general level of interest rates, company management and tax benefits.*
Top of Page
Once a program is completed, does our relationship end?
Absolutely not. Financial planning* is a process and not a one shot deal. We offer ongoing service, periodic review, and day-to-day consultation if necessary.
Top of Page
How do I get started?
Contact us and we will get you the information you request and find out if we can be of assistance to you. Your first interview is at no cost to you and will determine if our services will assist you.
Top of Page
DISCLAIMER
Charles L. Cooper, CFP, is a registered representative with Sunset Financial Services, a NASD registered broker/dealer. Sunset Financial Services is registered to offer securities products in all 50 United States. Charles L. Cooper is licensed to offer securities products in AK, CA, CO, CT, GA, HI, KS, MI, MO, VA and WA. Charles L. Cooper is also licensed to offer insurance products in AK, CA, CO, CT, GA, HI, KS, MI, MO, VA and WA. The information included herein should not be considered a solicitation or an offer to sell product in any state besides those in which Charles L. Cooper is properly licensed.
John R. Roessig, CFP, is a registered representative with Sunset Financial Services, a NASD registered broker/dealer. Sunset Financial Services is registered to offer securities products in all 50 United States. John R. Roessig is licensed to offer securities products in CA, CO, FL, HI, KS, LA, NE, TN, UT and WY. John R. Roessig is also licensed to offer insurance products in CA, CO, FL, HI, KS, LA, NE, TN, UT and WY. The information included herein should not be considered a solicitation or an offer to sell product in any state besides those in which John R. Roessig is properly licensed.
Thomas L. Tousignant, is a registered representative with Sunset Financial Services, a NASD registered broker/dealer. Sunset Financial Services is registered to offer securities products in all 50 United States. Thomas L. Tousignant is licensed to offer securities products in CA and CO. Thomas L. Tousignant is also licensed to offer insurance products in CA and CO. The information included herein should not be considered a solicitation or an offer to sell product in any state besides those in which Thomas L. Tousignant is properly licensed.
* SECURITIES AND INVESTMENT ADVISORY
SERVICES OFFERED THROUGH SUNSET
FINANCIAL SERVICES, INC.
3520 BROADWAY
KANSAS CITY, MO 64111
(816) 753-7000 (HOME OFFICE)
MEMBER NASD/SIPC
The Master's Financial Group IS NOT
AFFILIATED WITH SFS.
|
Site Design and Maintenance by MyTech. (970) 978-8060 
Member Since 1991 Click here for the BBB Reliability Report