Master Plan Investment Group

Master Plan Investment Group Master Plan Investment Group: Your path to wealth, retirement, and financial wellness Please check FINRA’s Broker Check for a list of current registrations.

Disclosures: The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org, www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network ®. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Today I want to recognize the fathers who lead that way. The ones present in the small moments as much as the big ones, ...
06/21/2026

Today I want to recognize the fathers who lead that way. The ones present in the small moments as much as the big ones, who teach without lecturing, who build something lasting one ordinary day at a time.

Happy Father’s Day to the men leading their families with steadiness and intention.

What is a quality you’ve seen a father lead with that has stuck with you?

Juneteenth doesn't come with fireworks or a countdown. It comes quietly, and it asks us to actually pay attention.This y...
06/19/2026

Juneteenth doesn't come with fireworks or a countdown. It comes quietly, and it asks us to actually pay attention.

This year, we wanted to slow down and share a piece of this history in more depth than a headline usually allows. Swipe through for the story behind the day, and a few images that show what it has meant across generations.

- With love, Master Plan Investment Group❤️

We're thinking of you today.Memorial Day has a way of making everything feel a little quieter. It's a day that asks us t...
05/25/2026

We're thinking of you today.

Memorial Day has a way of making everything feel a little quieter. It's a day that asks us to pause, to look around at what we have, and to remember the people who gave everything so that we could have it.

That kind of sacrifice carries weight. It also carries a quiet invitation to be intentional about the lives we're living and the futures we're building.

At Master Plan Investment Group, we believe the most meaningful financial plans aren't really about money. They're about protecting what matters. Providing for the people you love. Making sure that the life you've built today has somewhere to go tomorrow.

Today, we hope you rest. We hope you feel grateful. And when the week begins again, we hope you feel grounded in knowing that your financial future is being stewarded with the same care and commitment this day represents.

From our team to you, thank you for trusting us with what matters most. ❤️

Introducing a meaningful addition to the Master Plan Investment Group team.Kate Sussman joins us as a Retirement and Fin...
05/21/2026

Introducing a meaningful addition to the Master Plan Investment Group team.

Kate Sussman joins us as a Retirement and Financial Planning Specialist, bringing a background spanning financial services, operations, client experience, and community leadership. Her role is to support the planning process from the inside out: organizing information, coordinating client workflows, and ensuring that the people we serve feel confident and informed at every touchpoint.

Kate holds her FINRA Series 7 and Series 66 licenses, carries experience from her time at Fidelity Investments, and holds credentials including NAIFA Financial Security Advocate, Certified Professional Life Coach, and Certified ScrumMaster. She is currently completing her MBA.

What I appreciate most about Kate is that she understands planning is not just technical. It is relational. And she shows up that way.

We are glad to have her. Visit masterplaninvestmentgroup.com to learn more about our team.

A client once asked me, "So what do you actually do when we're not meeting?"I pulled up her file and walked her through ...
05/20/2026

A client once asked me, "So what do you actually do when we're not meeting?"

I pulled up her file and walked her through it. Fee audit from the prior quarter. A rebalance we ran after her allocation drifted from where she wanted to be. A flag I made on her risk exposure after markets moved in February. A note about her retirement income timeline that I wanted to revisit before our next conversation.

She got quiet for a second, then said, "I had no idea."

Most people don't. That's not a criticism. It's just the reality of what fiduciary investment management actually looks like in practice. It's not a quarterly call and a chart. It's ongoing work happening in the background, with your goals as the reference point every single time.

The five things we track between every client meeting are in this carousel. Performance against your goals. Your allocation as your life shifts. The fees are compounding against your returns. How your portfolio actually behaves when pressure hits. And the bigger picture questions that only matter if someone is paying attention.

If you've ever wondered what to expect from a CFP® who manages investments and not just financial plans, this is a good place to start. Visit masterplaninvestmentgroup.com to learn more about how we work.

What's one thing on this list you've never heard your advisor mention? Drop it in the comments.

05/19/2026

Most business owners don't receive an HR email for open enrollment when self-employed. There's no HR team, no automatic 401(k), and no yearly reminder. If you haven't established a retirement plan, you simply don't have one.

What surprises most of the business owners I work with is that there are plans designed specifically for them. A SEP IRA. A Solo 401(k). A SIMPLE IRA. Even cash balance plans for those at a certain income level. Each serves a different purpose, and the right fit depends on your business stage, your tax goals, and how aggressively you want to build for the future.

As a wealth management strategist, I aim to discuss these options with business owners before another year passes without a retirement plan in place.

It's National Small Business Month. Tag a small business owner in the comments or share this video!

We had the wonderful opportunity to attend the United in Impact Awards, and I was reminded of something I believe deeply...
05/12/2026

We had the wonderful opportunity to attend the United in Impact Awards, and I was reminded of something I believe deeply. A nonprofit with a strong mission still needs a sound financial foundation to sustain it.

At Master Plan Investment Group, we work with nonprofit organizations to manage their grant reserves and endowment funds with the same intentionality we bring to every client relationship.

Protecting those assets means protecting the mission. Several of the organizations we serve were represented in that room, and seeing their commitment to Mercer County reflected at an event like this confirmed that we are exactly where we are supposed to be.

United Way of Mercer County
Young Professionals Group - RWJ Hamilton

Two years ago, I was honored as the Young Professional of the Year by the Wood Johnson Young Professionals Group at the...
05/06/2026

Two years ago, I was honored as the Young Professional of the Year by the Wood Johnson Young Professionals Group at their Annual All in Good Taste Celebration! This year, I was a sponsor of the event and served as a board member of Hamilton Hospital. That journey from honoree to steward is one I'm genuinely proud of. Part of my role on the Board is bringing an investment and financial perspective to how this organization thinks about its future. Seeing that vision come to life at All in Good Taste, honoring Johnny Senft, was a full-circle moment.

I've been thinking about the books that actually changed how I see money, not just how I manage it.Rachel Rodgers pushed...
04/16/2026

I've been thinking about the books that actually changed how I see money, not just how I manage it.

Rachel Rodgers pushed me to stop apologizing for wanting wealth that matches my work. Michelle Obama reminded me that legacy isn't just what you leave behind, it's how you show up now. And Minda Harts gave language to things I'd felt but couldn't always name in professional spaces that weren't built with us in mind.

These three aren't textbooks. They're perspectives. And perspective is what shifts how you make decisions, not another budgeting template.

I'd love to know what's on your shelf. What book actually moved something for you when it comes to money, work, or building the life you want? Drop the title in the comments. I'm always looking for the next read that challenges how I think.

He is risen. ⛪ ❤️That’s it. That’s the whole message. Everything else I could say today lives underneath those three wor...
04/05/2026

He is risen. ⛪ ❤️

That’s it. That’s the whole message. Everything else I could say today lives underneath those three words.

Wishing you a blessed Easter filled with family, peace, and the kind of joy that doesn’t need an explanation.

Ka’Neda N. Bullock, CFP®

Address

14 Mercer Street
Hopewell, NJ
08525

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16097510242

Website

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