Ted Masters has been working in the financial planning field for over 30 years. Throughout this time, he has provided valuable service to hundreds of families and individuals. Ted and Marcela’s genuine concern for their clients’ financial well-being enables them to meet the financial planning needs of their clients while building long- lasting, meaningful relationships with them.
Ted and Marcela’s experience has helped them to gain extensive knowledge in the areas of preservation and distribution of wealth, retirement planning techniques, reducing financial risk, lowering taxes and protecting assets from catastrophic illness.
They specialize in areas of retirement and estate planning for both individuals and families. Their primary goal is to continually improve their clients’ financial position while protecting their assets. They accomplish this through a blend of financial services that are tailored to each client’s specific financial needs.
Ron is a motivated financial professional who has been serving the public for more than 30 years. He has an impecable work ethic, second only to his personal drive to exceed the expectations of his clients.
Ron serves the Federal, State and private sector employees of the Palm Beach Area and the State of Florida. Attending to the retirement needs of FRS & FERS employees whether they are just beginning their career or they are planning to enter or exit the FRS DROP program. Ron also works with individuals in the private sector, helping them navigate their road to financial security and retirement.
Ron is a financial expert and a real professional that seeks out the needs of his clients first and foremost.