Services

Masterpiece Financial Group

Financial Assessment Services

Masterpiece Financial Group is one of the top financial service providers in California. I am Gale Brodie, a licensed financial consultant who will help you plan your finances for your maximum savings and minimum deductions. Get in touch with me today to learn more.

Goal Planning

I help you reach you from one position to another financially, based on your goals and not mine. I help you to find the right resources to meet your objectives.

Retirement Planning

Take advantage of the 8th wonder of the world, i.e., compounding. I help you put a savings plan in place to help your day to day living and watch your money grow effortlessly.

Investment Selection

I help you assess risk between investments. An investment that may be appropriate for one person may not be appropriate for another. I offer tailor-made investment plans for you to make smart investments.

Why Choose My Services

My company Masterpiece Financial Group is backed by my 35 years of experience. I have worked with many clients across California. I believe one size doesn’t fit all, and I offer customized financial plans and assessments to every client. Contact me today for a consultation.

  • Retirement Planning
  • Education Planning
  • Stocks
  • Bonds
  • Mutual Funds
  • ETFs
  • 529s
  • Life Insurance
  • Long Term Care
  • Disability Insurance
  • Annuities
  • Cashflow Analysis