Private Wealth Management For Growing Families & Retirees
At Master Financial Group, we guide hard-working families and retirees to invest with purpose, plan with clarity and enjoy the freedom you’ve worked for. Let us make financial planning approachable, so you can focus on what matters most — your family, your time and your future.
What we offer
A simple approach to wealth that works
We believe that financial success doesn’t have to be complicated — it just needs to be aligned with your values. Whether you're planning for retirement, building wealth, or seeking clarity on your spending, our Blueprint system gives you a clear plan forward.
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Your life, your goals, your strategy — we design portfolios that reflect what matters most to you.
°Comprehensive, customized multi-generational accounts
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Smart strategies to grow wealth and prepare for future goals — with personalized advice on investing, saving, and building financial security.
°Mutual funds, ETFs, IRAs, 401(k), Stocks, Bonds, REITs
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We coordinate your income streams, implement tax-efficient strategies, and create detailed cash flow plans — all while ensuring your family's financial security and long-term protection
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With the cost of a college education increasing, the key is to start investing now. The good news is you have three tax-free options.
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Whether you consider it as an emergency fund, a rainy day account, a financial cushion, or an “uncertainty fund,” you need one.
But exactly how much should you save into an emergency fund, and what do you do with that money? Learn more about what you need to know and how we can help you prepare for the ‘unexpected.’
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If you own something of value that you would pass on to someone else upon your death, you have an estate. There are five recommendations to protect your estate from risks that can negatively impact the estate and legacy you intend to leave behind.
Who we are
Trusted Wealth Guidance for Over 60 Years
Master Financial Group is a well-established, independent wealth management advisory firm with more than six decades of experience serving individuals and families build, preserve and enjoy their financial success.
With offices in Chattanooga and Knoxville, we proudly serve clients throughout Southeast Tennessee, North Georgia, North Alabama, and the Tri-Cities area.
We believe that every financial plan tells a story — and behind every number is a life goal, a legacy, or a dream. That’s why we offer a wide range of customized financial planning and investment services, built around what matters most to you.
Our commitment is to provide long-term security, prosperity, and collaboration at every stage of your financial journey. Whether you're looking for personal financial planning, investment management, retirement strategies, life insurance, long-term care planning, or Medicare supplements, we’re here to guide you every step of the way.
Start taking control of your financial future — contact us today for a personalized consultation.
The Blueprint Process
How the Blueprint Works
This guide will help you complete your personalized financial “Blueprints” — a clear and empowering overview of your spending, saving, and investing priorities. Whether you’re mapping out a new financial journey or refining an established one, these steps are designed to help you take control with clarity and confidence.
Step 1 — Know Your Numbers
Download and complete the Fixed Costs Guide to understand your baseline lifestyle spending
Step 2 — Build Wealth
Set aside 10-15% of your income for investmnets: 401(k), Roth IRA, real estate, or brokerage accounts.
Step 3 — Define Short-term Goals
Allocate 5-10% of your income toward meaningful goals: a home, a boat, an engagement ring or simply peace of mind.
Step 4 — Assess Finances: Net Worth
Assets - Debts = Net Worth. Regularly assessing your net worth helps one understand their finacial understanding and make better decisions for the future.
Talk With Us
Bring your completed Blueprint to your free consultation (or we’ll complete it together). We’ll help you refine your goals, optimize your plan and build a strategy that works for you.
