The journey is just as important as the destination

No one wants to experience turbulence or obstacles on the journey to their golden years. With the proper planning, we can help ensure as few bumps and twists along the way, so your retirement can be as worry-free as possible.

Our goal is to design a holistic plan that helps identify ways to maximize your retirement income, so you won’t have to worry about outliving it. We want to help you achieve financial confidence, so as with any journey, you plan first.

Our plans are developed and communicated to you through a customized retirement roadmap, with the end destination being all about you. When you plan well, there’s more potential to prosper, and for arriving at your predetermined destination.

Let’s shoot for happy travels, shall we?

Mark Fricks

Mark Fricks RFC®, ChFEBCSM

National Social Security Advisor Certificate Holder

As President and Co-Founder of MasterPlan Retirement Consultants, Mark prides himself on providing clients the right tools for planning and execution of retirement strategies. For more than 30 years, he’s concentrated on helping clients strategically navigate their retirement income, while taking steps to ensure possible future risks are considered and that lifetime income strategies have been reviewed and implemented where appropriate.

As an author, speaker and radio host, Mark finds himself on a constant quest to make certain his clients understand how their money is working for them and how proper planning can help them reach their retirement goals. His clients are at the center of the planning process and Mark and his team strive to serve them with integrity and unparalleled service.

Ethical in his practices and honest in his relationships, Mark focuses on continuously educating himself and his staff on financial-related issues, including federal benefit packages.

Mark also has a deep understanding of federal benefits and is able to offer guidance to help federal employees with their retirement decisions. Mark is happy to perform a no-cost analysis that provides an accurate snapshot of their current and future benefits. He is knowledgeable and can answer their pre- and post-retirement questions, always explaining the various options available that could improve their income.

Mark has three adult children, four grandsons and two granddaughters. He is an ordained elder and is also involved in international mission work.

Affiliates

Jeremy Abernathy

Jeremy Abernathy

Attorney at Law
Jeremy Abernathy is the founding partner of Abernathy Ditzel Hendrick Bryce LLC. law firm in the Marietta, Georgia community. For his compassionate courtroom advocacy, he has been recognized by Cobb Life Magazine as a 2013 Cobb County Rising Star under 40; Georgia Trend Magazine 2013 Legal Elite, and a Super Lawyer Rising Star for the past four (4) years.
Jeremy’s community involvement includes serving as the Governance Committee chair of MUST Ministries. He also serves as the Senior Pastor of Noonday Missionary Baptist Church in Marietta, Georgia, a church that celebrated 131 years in the Marietta, Georgia community in 2019.
He is married to Tiffany Abernathy and they have three (3) beautiful daughters: Havalynn, Kyndal and Emory Abernathy.
William Vincent

William Slater Vincent

JD/MBA
William Slater Vincent is a recently retired Associate Professor of Management, Entrepreneurship,  and  Law. His primary areas of interest, teaching, and consulting are entertainment (movies, music, publishing, etc.), entrepreneurship, business, franchise, management and operational consulting,  asset protection, and trust and estate planning.
He has over 37 years of experience as an attorney for the Governor of the State of Georgia, with one of the nation’s largest law firms, with large, medium, and small companies and with state and federal governments in the areas of real estate, estate planning, labor, regulatory, environmental, asset protection, entertainment, corporate, contract, and franchise law along with extensive utilization of his management and finance background. Currently he serves on the Board of Directors of two international corporations.
He has made numerous presentations to local, regional, national, and international audiences and has published numerous articles in both trade and academic newspapers, magazines, and journals in the fields of  entrepreneurship, succession planning, franchising and estate planning and is the Co-Author of several books. He is admitted to practice before the United States Supreme Court where he made his first appearance in 2004.  William has a BA in Economics and Business Administration from Furman University and an MBA in Management and Finance and a JD from Emory University.
William has advised several members of the United States Congress both in the Senate and the House of Representatives and regularly testifies before Congressional Committees.   He has a United States Department of Homeland Security FEMASID training number and a registration with the United States Department of The Treasury Financial Crimes Enforcement Network (FINCEN).
Further, he is a third degree Master Mason , a 32 degree Scottish Rite Mason, a member of the Yaarab Shrine as a Shriner, and a Chevalier of The International Knightly Order Valiant of St. George with Special Consultative Status with the United Nations Economic Council with its headquarters in London, England. Finally, William is a member of the Grand Priory of England and an  Eagle Boy Scout.
William can be reached at [email protected] or at (770) 977-6067.

Sarah

Sarah White

Attorney at Law

Sarah grew up in Tennessee, and received a Bachelor of Science degree in Accounting, magna cum laude, from the University of Tennessee at Martin. She received her Juris Doctor, with a concentration in business transactions, cum laude, from the University of Tennessee.

While attending law school, she served as editor for the Tennessee Law Review as well as articles editor for Transactions: The Tennessee Journal of Business Law. She also published articles in both publications.

After completing law school, she worked in the estate planning section of a large Atlanta law firm. She also worked for a non-profit company, assisting high net-worth donors with charitable gift and estate planning.

She lives in Marietta with her husband and four daughters. 

Bob

Bob Johnson

CPA
BSBA Banking and Finance
MBA Accounting
University of Arkansas
CPA for over 40 years
Married, Kathy, for fifty years.
2 children, 6 grandchildren
Combat Veteran of Vietnam

The journey
is just as
important
as the destination.

No one wants to experience turbulence or obstacles on the journey to their golden years. With the proper planning, we can help ensure as few bumps and twists along the way, so your retirement can be as worry-free as possible.

Our goal is to design a holistic plan that helps identify ways to maximize your retirement income, so you won’t have to worry about outliving it. We want to help you achieve financial confidence, so as with any journey, you plan first.

Our plans are developed and communicated to you through a customized retirement roadmap, with the end destination being all about you. When you plan well, there’s more potential to prosper, and for arriving at your predetermined destination.

Let’s shoot for happy travels, shall we?

Mark Fricks

RFC®, ChFEBCSM
National Social Security Advisor Certificate Holder

As President and Co-Founder of MasterPlan Retirement Consultants, Mark prides himself on providing clients the right tools for planning and execution of retirement strategies. For more than 30 years, he’s concentrated on helping clients strategically navigate their retirement income, while taking steps to ensure possible future risks are considered and that lifetime income strategies have been reviewed and implemented where appropriate.

As an author, speaker and radio host, Mark finds himself on a constant quest to make certain his clients understand how their money is working for them and how proper planning can help them reach their retirement goals. His clients are at the center of the planning process and Mark and his team strive to serve them with integrity and unparalleled service.

Ethical in his practices and honest in his relationships, Mark focuses on continuously educating himself and his staff on financial-related issues, including federal benefit packages.

Mark also has a deep understanding of federal benefits and is able to offer guidance to help federal employees with their retirement decisions. Mark is happy to perform a no-cost analysis that provides an accurate snapshot of their current and future benefits. He is knowledgeable and can answer their pre- and post-retirement questions, always explaining the various options available that could improve their income.

Mark has three adult children, four grandsons and two granddaughters. He is an ordained elder and is also involved in international mission work.

Affiliates

Jeremy Abernathy

Jeremy Abernathy

Attorney at Law

Jeremy Abernathy is the founding partner of Abernathy Ditzel Hendrick Bryce LLC. law firm in the Marietta, Georgia community. For his compassionate courtroom advocacy, he has been recognized by Cobb Life Magazine as a 2013 Cobb County Rising Star under 40; Georgia Trend Magazine 2013 Legal Elite, and a Super Lawyer Rising Star for the past four (4) years.

Jeremy’s community involvement includes serving as the Governance Committee chair of MUST Ministries. He also serves as the Senior Pastor of Noonday Missionary Baptist Church in Marietta, Georgia, a church that celebrated 131 years in the Marietta, Georgia community in 2019.

He is married to Tiffany Abernathy and they have three (3) beautiful daughters: Havalynn, Kyndal and Emory Abernathy.

Sarah

Sarah White

Attorney at Law

Sarah grew up in Tennessee, and received a Bachelor of Science degree in Accounting, magna cum laude, from the University of Tennessee at Martin. She received her Juris Doctor, with a concentration in business transactions, cum laude, from the University of Tennessee.

While attending law school, she served as editor for the Tennessee Law Review as well as articles editor for Transactions: The Tennessee Journal of Business Law. She also published articles in both publications.

After completing law school, she worked in the estate planning section of a large Atlanta law firm. She also worked for a non-profit company, assisting high net-worth donors with charitable gift and estate planning.

She lives in Marietta with her husband and four daughters. 

Bob

Bob Johnson

CPA
BSBA Banking and Finance
MBA Accounting
University of Arkansas
CPA for over 40 years
Married, Kathy, for fifty years.
2 children, 6 grandchildren
Combat Veteran of Vietnam

William Vincent

William Slater Vincent

JD/MBA

William Slater Vincent is a recently retired Associate Professor of Management, Entrepreneurship,  and  Law. His primary areas of interest, teaching, and consulting are entertainment (movies, music, publishing, etc.), entrepreneurship, business, franchise, management and operational consulting,  asset protection, and trust and estate planning.

He has over 37 years of experience as an attorney for the Governor of the State of Georgia, with one of the nation’s largest law firms, with large, medium, and small companies and with state and federal governments in the areas of real estate, estate planning, labor, regulatory, environmental, asset protection, entertainment, corporate, contract, and franchise law along with extensive utilization of his management and finance background. Currently he serves on the Board of Directors of two international corporations.

He has made numerous presentations to local, regional, national, and international audiences and has published numerous articles in both trade and academic newspapers, magazines, and journals in the fields of  entrepreneurship, succession planning, franchising and estate planning and is the Co-Author of several books. He is admitted to practice before the United States Supreme Court where he made his first appearance in 2004.  William has a BA in Economics and Business Administration from Furman University and an MBA in Management and Finance and a JD from Emory University.

William has advised several members of the United States Congress both in the Senate and the House of Representatives and regularly testifies before Congressional Committees.   He has a United States Department of Homeland Security FEMASID training number and a registration with the United States Department of The Treasury Financial Crimes Enforcement Network (FINCEN).

Further, he is a third degree Master Mason , a 32 degree Scottish Rite Mason, a member of the Yaarab Shrine as a Shriner, and a Chevalier of The International Knightly Order Valiant of St. George with Special Consultative Status with the United Nations Economic Council with its headquarters in London, England. Finally, William is a member of the Grand Priory of England and an  Eagle Boy Scout.

William can be reached at:

[email protected] or at (770) 977-6067.

Know the truth!

Many people use a professional to help them with their retirement plans.  Some use a broker, while others use a banker, CPA or insurance agent.

Know the truth!  Some of these professionals may not create plans – they sell products.  If your professional discusses policies or investments before they discuss your needs, goals and desires, you’re not experiencing financial planning, you’re just being sold something.

Know the truth!

Many people use a professional to help them with their retirement plans.  Some use a broker, while others use a banker, CPA or insurance agent.

Know the truth!  Some of these professionals may not create plans – they sell products.  If your professional discusses policies or investments before they discuss your needs, goals and desires, you’re not experiencing financial planning, you’re just being sold something.

410 Villa Rica Way, SW, Suite 100

Marietta, GA 30064

GET DIRECTIONS

P   770.980.9262

F   678.952.8124

E   [email protected]

Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants.  Tax services offered through MasterPlan Tax Services, Inc. The aforementioned are affiliated companies. This material has been provided for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.

Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.   It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

If a business has been accredited by the BBB, it means BBB has determined that the business meets accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB accredited businesses pay a fee for accreditation review and monitoring for continued compliance and for support of BBB services to the public.

BBB Accreditation Standards represent standards for business accreditation by BBB. Businesses based in the United States and Canada that meet these standards and complete all application procedures will be accredited by BBB. The Code is built on the BBB Standards for Trust, eight principles that summarize important elements of creating and maintaining trust in business.

BBB accreditation does not mean that the business’s products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business’ product quality or competency in performing services.

Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC.

17179 - 2017/12/5

 

410 Villa Rica Way, SW
Suite 100
Marietta, GA 30064
770.980.9262

 

Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants.  Tax services offered through MasterPlan Tax Services, Inc. The aforementioned are affiliated companies. This material has been provided for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.

Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.   It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

If a business has been accredited by the BBB, it means BBB has determined that the business meets accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB accredited businesses pay a fee for accreditation review and monitoring for continued compliance and for support of BBB services to the public.

BBB Accreditation Standards represent standards for business accreditation by BBB. Businesses based in the United States and Canada that meet these standards and complete all application procedures will be accredited by BBB. The Code is built on the BBB Standards for Trust, eight principles that summarize important elements of creating and maintaining trust in business.

BBB accreditation does not mean that the business’s products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business’ product quality or competency in performing services.

Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC.

17179 - 2017/12/5