萬富理財集團, MASTERLIFE FINANCIAL GROUP

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We create strategies tailored to your goals.

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Independence

Without any conflicts of interest we put your needs first.

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Trust

We enjoy building trusted relationships that span generations.

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Services

We are insurance professionals who specialize in providing financial services to Individuals and Corporations.

Our goal is to understand the needs of today’s consumers and then design superior solutions to meet those needs with innovative insurance solutions provided by various insurance carriers which can help to meet your financial goals.

We work with a dedicated team of experts who offer you leading-edge financial planning strategies, support with tax and legal issues.

Our success is measured in terms of our clients reaching their objectives.

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Client Centered

Client Centered

Without any conflicts of interest we put your needs first.

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Helpful Content

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

View all articles

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

View all calculators

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

View all videos

Articles

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

View all articles

Calculators

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

View all calculators

Presentations

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations

Videos

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

View all videos