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Life Guides

Life Guides are a form of checklist or questionnaire, designed to provide you with information and guidance on a variety of life events. Click on the one that you need and we'll send you a copy.


  • Financial Workbook
  • Managing Your Financial Life
  • Marriage and Money
  • Teaching Kids About Money
  • Paying for College
  • What to Do If You Lose Your Job
  • Dealing with Divorce
  • Affordable Care Act
  • Thinking About Retirement
  • Retirement and Social Security
  • Retirement and Medicare
  • Planning Your Estate
  • Children with Special Needs
  • Moving Day
  • Protecting Your Business
  • Business Continuation
  • Emergency Planning Guide
  • When a Loved One Dies
  • Managing an Inheritance

Get in Touch

Focus Areas

  • Retirement Planning
  • Life Insurance
  • College Savings
  • Budgeting
  • Debt Reduction

Contact Us

  • Address: 11253 Tallmadge Woods DR NW Grand Rapids, Mi 49534

  • Phone: Office: (616) 453-4010

  • Email: jeff@mastersfinancialgroup.com

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Disclosure

Securities offered through Securities America, Inc., member FINRA/SIPC.

The Masters Financial Group Inc. and Securities America are separate companies.

Third-party comments may not be representative of all client experiences. Please see our website for full disclosures: www.mastersfinancialgroup.com

FINRA is located at www.finra.org. SIPC is located at www.sipc.org.

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