MasterTech Financial offers a customized financial planning process that incorporates advanced planning techniques for successful business owners, entrepreneurs and professionals. We go beyond traditional thinking and evaluate each client's dynamic situation and personal objectives in order to develop innovative planning strategies to help them reach their articulated goals.
We function as a “strategic business partner” aggressively pursuing our client’s best financial interests. We work with passion, vigor and integrity to deliver tangible results, which are designed to help exceed our client’s expectations. Our team approach that incorporates finance, legal, tax planning, insurance and professional asset management can generate outstanding, more in-depth solutions to identified planning deficiencies.
We have over 30 years of experience in the Financial Planning Industry and pride ourselves on our in-depth knowledge of complicated planning strategies. We have had the privilege to work with many highly successful individuals and help them through the process of articulating their concerns and goals, which we then utilize to create a master game plan designed to help them accomplish their objectives. We have found that it is not uncommon to discover that conventional legal concepts, traditional planning strategies, and mainstream tax approaches prove ineffective for achieving the goals of entrepreneurial business owners, high net worth individuals and professionals.
Our experience includes: