Masthead Advisory Group - Fortville, Indiana

Masthead Advisory Group: A Comprehensive Overview

Masthead Advisory Group stands as a reputable and client-focused financial services firm dedicated to providing comprehensive solutions for individuals and families. Located at 410 Poplar St, Fortville, IN 46040, the group operates with a commitment to transparency, integrity, and personalized service. Their primary objective is to empower clients to achieve their financial goals through strategic planning and expert guidance. With a dedicated team of professionals, Masthead Advisory Group offers a diverse range of services, encompassing financial planning, insurance brokerage, investment services, and tax consulting. They pride themselves on building long-term relationships based on trust and mutual understanding.

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Specializations and Services

Masthead Advisory Group distinguishes itself through its multi-faceted approach to wealth management. Let’s examine their key areas of expertise:

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• Financial Planning: The firm’s financial planners work closely with clients to assess their current financial situation, define their goals – whether it's retirement planning, education funding, or estate planning – and develop tailored strategies to achieve them. This includes budgeting, cash flow analysis, debt management, and long-term financial projections.

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• Insurance Brokerage: Recognizing the importance of risk management, Masthead Advisory Group provides a wide array of insurance products, including life insurance, disability insurance, long-term care insurance, and property and casualty insurance. They diligently research and recommend policies that best suit each client’s unique needs and circumstances.

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• Investment Services: Clients seeking to grow their wealth can benefit from the firm’s investment services. They offer portfolio management, retirement account rollovers, and access to a range of investment options, including stocks, bonds, mutual funds, and ETFs. A key focus is on aligning investments with clients’ risk tolerance and time horizon.

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• Tax Consulting: Navigating the complexities of the tax system can be challenging. Masthead Advisory Group’s tax consultants provide expert guidance on tax planning strategies, tax preparation, and compliance, aiming to minimize tax liabilities and maximize after-tax returns.

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The firm’s holistic approach ensures that all aspects of a client’s financial life are considered and coordinated, resulting in a more robust and well-rounded financial plan.

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Accessibility and Amenities

Masthead Advisory Group is committed to providing a welcoming and accessible environment for all clients. The office is equipped with a wheelchair accessible entrance and wheelchair accessible parking lot, demonstrating their dedication to inclusivity. Furthermore, a wheelchair accessible restroom is available on-site. Clients are required to schedule an appointment to ensure personalized attention, although the team strongly recommends appointments for a more in-depth consultation and strategic planning session. A restroom is available for general use.

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Client Feedback and Reputation

Based on publicly available information, Masthead Advisory Group consistently receives positive feedback from its clients. The company maintains 2 reviews on Google My Business, each boasting an average rating of 5/5. These reviews highlight the firm’s core strengths: honesty, trustworthiness, and knowledgeable staff. Specifically, clients frequently commend Greg and Linda for their exceptional service and dedication to understanding their clients’ individual needs. The overwhelming sentiment suggests a firm that prioritizes client relationships and delivers reliable, professional advice. The consistent high ratings indicate a strong operational foundation and a commitment to client satisfaction.

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Contact Information & Website

For further information or to schedule an appointment, prospective clients are encouraged to contact Masthead Advisory Group directly. Their phone number is 78635355. The firm’s website, mastheadadvisors.com, provides detailed information about their services, team members, and investment philosophy. The website also allows clients to request a consultation and learn more about the firm’s approach to financial planning.

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👍 Reviews of Masthead Advisory Group

Kevin M.

5/5

Greg and Linda are absolutely amazing. They are honest, trustworthy, and incredibly knowledgeable.

Stephanie E.

5/5