Masters Financial Group

Masters Financial Group is a financial planner in Mauldin, SC. The firm serves Upstate families by providing guidance on retirement, education funding, debt elimination, and legacy planning. Their team consists of certified advisors who assist clients in preparing for the future while managing current financial needs. The practice has supported more than 100 individuals and couples in reaching their financial goals over the past 25 years. Clients include couples planning early retirement, families saving for college, and individuals seeking to stabilize their finances. The firm holds a 5.00 rating based on one review.

David Conley serves as a Certified Financial Planner, a credential he has held since 1994. With 25 years of experience, he focuses on helping clients navigate market corrections, rising interest rates, and inflation. His role involves creating detailed roadmaps that bridge the gap between a client's current financial state and their long-term objectives. Rita Conley works in the customer service department and specializes in individual and family income tax preparation. She has been with the firm for over 20 years and collaborates closely with the planning team to minimize client tax burdens. The firm's approach begins with an introductory call to assess fit, followed by an in-person meeting to prepare a Financial Snapshot. This document provides a clear picture of the client's financial standing and next steps. The advisors then develop a comprehensive plan that covers investing, insurance, estate planning, and tax strategies. They emphasize acting as fiduciaries, meaning they are obligated to act in the best interest of their clients.

The office is located on East Butler Road, a short distance from the Mauldin Fire Station Headquarters and the Mauldin Sports Center. These landmarks are situated within a few hundred feet of the business address. The firm’s standing is reflected in its positive customer rating and its long-term focus on helping local residents achieve financial confidence. Masters Financial Group brings over two decades of certified planning experience to Mauldin, providing a structured path for residents to manage their financial futures.

Services:

• Financial Coaching
• Financial Planning
• Investment Management
• Retirement Planning
• Tax Planning & Preparation