13/06/2024 8:19 AM


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Thriving By means of the Pandemic – Black and Females-Owned Fiscal Companies Firm, Master Prepare Financial investment Group Celebrates One particular Yr in Organization

PENNINGTON, N.J., Oct. 1, 2020 /PRNewswire/ — Currently, Learn Program Expense Group announces a key milestone, their just one-year anniversary! The money expert services firm, introduced very last year to enable people, corporations and organizations handle expense portfolios, produce and implement strategies to obtain money objectives, these kinds of as retirement, defend property in the event of long-term treatment requirements, and manage company 401(k) retirement strategies with an emphasis on worker monetary education and wellness.

Hard get the job done, shopper services and devotion are my mottos. As a black and female-owned business enterprise and specifically, in the financial expert services sector, we were being identified to prosper and serve our customers in excellence. We do what we say we are likely to do – support families and corporations handle their investments, arrange finances, converse during this industry volatility and hear, to comprehend, and greatest meet their demands – we supply,” suggests founder and CEO, Ka’Neda N. Bullock, CFP®, MBA, AIF®, APMA®.

Although this calendar year introduced a lot of troubles introduced by a world pandemic and a historical inventory sector correction, the agency grew and celebrated several achievements more than the earlier 365 days.

  • Founder, Ka’Neda N. Bullock, MBA, AIF®, APMA® turned a Certified Fiscal PLANNER™ skilled, furthering her motivation to present objective tips and uphold the fiduciary common, performing in her clients’ ideal curiosity.

  • The agency released new and impressive technology, expenditure and monetary organizing resources to greatly enhance the financial investment management procedure and consumer encounter.

  • The business also welcomed a history variety of new clientele to the Master Plan Financial commitment Group Family members.

The company is grateful for all people, from clientele and referrals to their expert associates, who served make this 12 months a achievement. “Learn Strategy Expenditure Group looks ahead to even more expansion and the possibility to serve present-day and upcoming investment decision administration shoppers and company 401(k) retirement ideas for generations to come,” states Bullock.

To celebrate this milestone and understand National Domestic Violence Consciousness Thirty day period, Master Strategy Financial investment Group will donate to Womenspace, Inc, a regional non-financial gain firm that delivers assist for households impacted by domestic and sexual violence.

Grasp Strategy Investment decision Group is a full-assistance wealth management organization with a comprehensive expense management, monetary arranging, and company (401k) retirement approach administration follow. The agency is positioned in Pennington, NJ and serves purchasers throughout the nation. We are a observe of higher integrity that provides aim suggestions as a Licensed FINANCIAL PLANNER™ skilled. As a black and girl-owned enterprise, we attempt to increase the engagement of gals and less than-represented groups in the expenditure administration and economical setting up system by means of our do the job with shoppers and in the communities that we provide. Stop by www.masterplaninvestmentgroup.com, for more details about the organization.


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Supply Grasp Plan Financial investment Team