Masters Tax and Financial Planning LLC

Overview

Masters Tax and Financial Planning LLC is an independent, individual-owned advisory firm organized as a limited liability company. The firm focuses on serving individuals and families, combining financial planning, portfolio management for individuals and small businesses, and pension consulting with related services such as insurance brokerage and accounting. Its fee arrangements include asset-based fees, hourly billing, and fixed fees. The firm is registered to do business in Arizona, North Carolina, and Oregon and does not operate as a capital allocator or sponsor proprietary investment funds.

Assets & Accounts

Public Holdings

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Location & Offices