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Financial and Legacy Planning

Financial and Legacy Planning 

At MasterTech Financial, we help our clients create a MasterGame Plan that incorporates their goals and objectives to create a legacy of their own design.

Presentation Topics:

  • Power of Tax Free Compounding
  • Asset Protection Planning
  • Roth IRA – The Best Asset for Grandkids
  • How to use an Ethical Will
  • Estate Tax Planning
  • Retirement Planning
  • Tax Advantaged Planning