Select Page

YOU DON’T HAVE TO GO IT ALONE

In this season of uncertainty, we’re here for you, ready to answer your questions, offer a second opinion on your retirement income strategy or just listen to what’s on your mind.

As financial professionals and neighbors living through the uncertainty with you, we’re uniquely positioned to help you navigate your retirement future. We can look at your income strategy to see if you’re on track to meet your goals or need to make some adjustments. Or, we can simply listen to what’s most important to you and help you make decisions about next steps.

Whatever happens, we’re all in this together … and we’ll get through it together too.

Give us a call and let’s talk about how to help take care of you and your loved ones in the weeks, months and years ahead.

Please fill out the form below to sign up for a phone meeting. We’ll get right back with you to set a time that works in your schedule.

COVID-19: BOOK A PHONE MEETING

Email Address: Christy@ira-master.com

Phone: (512) 833-6557

Learn More About Our Team Below!

 

Philip Donato Capriotti, Sr.

President / CEO, Licensed Fiduciary & Tax Specialist

Gregory Putbrese

TX Regional Manager & Social Security Timing Specialist

Christy Wix

Director of Operations and Client Services

Jimye Ketchens

Financial Records Administrator

Ed Talley

Real Estate Specialist

Terry Hutchens

CPA- Hutchens and Sheppard, LLP

Nathan Sheppard

Accountant – Hutchens and Sheppard, LLP

Jarrod Barton

Certified Financial Planner & Asset Manager

Philip Capriotti, Jr

PA Regional Manager & Social Security Timing Specialist

Susan McCallium

Full-Charge Bookkeeper

Philip Levin

Estate Attorney

Lisa Capriotti, PhD

Licensed Fiduciary & Licensed Investment Advisor Rep

Robert Gouthro

Insurance Specialist – All Lines (Commercial & Personal, Including Home, Auto, & Business Liability)

Phone: TX- (512) 833-6557