Watch a quick video and find out why clients rely on Michael and his team for all of their retirement planning needs.
Watch a quick video to learn about our "Rock Solid Retirement Income Strategy".
Peace of mind that comes with retirement income that's guaranteed to last as long as you do!
CEO | Certified Financial Fiduciary
Michael Masor specializes in protecting his client’s finances and helping them reach their goals; being the owner of Clearwater Financial Group, and being independent, he contracts with multiple financial companies to bring the best products to his clients.
When asked about his goals he said, "It is my desire to give clients peace of mind that their futures are taken care of and I work hard to find the best rates to make that possible. I personally customize plans for families' particular situations so they will know their money will perform the way they need it to." Mike understands that no single approach is the right one for every individual, and so he has been trained in a range of financial products to be able to help people of all ages protect millions of dollars in retirement assets.
Lindsey, Mike's wife of 15 years also works in the business and enjoys the chance to work closely with clients. They live in Houston, Texas and have two sons that keep them busy with year-round sports, Mike and Lindsey love taking the boys fishing and camping, or playing a semi-competitive driveway basketball game.
Mike's experience, honesty, and integrity are the foundation of his business. His high referral rate is a direct result of his passion for helping his clients.
You can hear Mike as the host on Safe Money Radio in Houston, TX.
Safeguarding Our Clients Financial Health
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward.
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.
Listen Every Week!
KKHT 100.7FM "The Word"
When it comes to getting safer with your retirement, sometimes the first step is the hardest. We want to make it easy for you and take away the anxiety and uncertainty that often comes with working with someone new.
Now you can read all about Michael’s safe money strategies and how he’s helped hundreds of retirees just like you.
We Love To Meet New People!