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 founder of MasterPlan Retirement Consultants, Mark prides himself on providing clients the right tools for planning and execution of retirement strategies.

For nearly 30 years, he’s concentrated on helping clients strategically navigate their retirement income, while taking steps to make sure possible future risks are considered and that lifetime income strategies have been reviewed and implemented where appropriate.

Ethical in his practices and honest in his relationships, Mark focuses on continuously educating himself and his staff on financial-related issues. He serves his clients with integrity and they’re always the priority of the plan.

As an author, speaker and radio host, Mark finds himself on a constant quest to ensure his clients understand how their money is working for them and how planning can help them reach their retirement goals.

Mark has 3 adult children, 4 grandsons and a brand new baby granddaughter. He is an ordained elder and is 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.

Doug Shaddix

Doug Shaddix

Attorney at Law
Doug Shaddix grew up in the Atlanta area and graduated from Georgia State University with a degree in Political Science.  He worked for a congressman while attending law school until the election of President Ronald Reagan.  Putting his law degree on hold, he moved to Washington, D.C. for eight years where he worked in International Trade at the Department of Commerce and as Director of Coalition Development for the Republican National Committee and other political and public policy positions.  After the Reagan years, he returned to Atlanta and to law school where he graduated Cum Laude.
He spent several years with the Atlanta-based law firm of King & Spalding in Atlanta, where he represented Fortune 500 companies and others such as the Atlanta Committee for the Olympic Games in a variety of matters in products liability and tort litigation, and US Department of Justice reviews.
He left to practice law on his own in the area of asset protection, corporate formation and estate planning.  His firm, Asset Shields, LLC, specializes in setting up corporations, Limited Liability Companies, Family Limited Partnerships, as well as a variety of trusts such as Revocable Living Trusts, Land Trusts, Charitable Remainder Trusts, Personal Property Trusts, Special Needs Trusts, Asset Management Trusts, ILITs (Irrevocable Life Insurance Trusts), and other estate planning needs for his clients.
He is an active member of the community, having served as Chairman of the Cobb Board of Elections, and Cobb Counry Board of Ethics. He is a graduate of Leadership Cobb and has held positions with the State Bar, with his alma mater, his political party and with his church. While maintaining his legal practice, he served in the Administration of Georgia Governor Nathan Deal. Doug is happily married and is the proud father of 3 daughters.
For more information, visit www.AssetShields.com

Telephone: 770-218-5747

3600  Dallas Highway, Suite 230-215  Marietta, Georgia 30064

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.

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 founder of MasterPlan Retirement Consultants, Mark prides himself on providing clients the right tools for planning and execution of retirement strategies.

For nearly 30 years, he’s concentrated on helping clients strategically navigate their retirement income, while taking steps to make sure possible future risks are considered and that lifetime income strategies have been reviewed and implemented where appropriate.

Ethical in his practices and honest in his relationships, Mark focuses on continuously educating himself and his staff on financial-related issues. He serves his clients with integrity and they’re always the priority of the plan.

As an author, speaker and radio host, Mark finds himself on a constant quest to ensure his clients understand how their money is working for them and how planning can help them reach their retirement goals.

When he’s not in the office, you’ll find Mark spending time with his wife, Karen, their three children and four grandchildren. He’s also an ordained elder at his church and enjoys taking mission trips and playing golf when he can. Mark earned his bachelor’s in management from Shorter College and minored in leadership.

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.

Doug Shaddix

Doug Shaddix

Attorney at Law

Doug Shaddix grew up in the Atlanta area and graduated from Georgia State University with a degree in Political Science.  He worked for a congressman while attending law school until the election of President Ronald Reagan.  Putting his law degree on hold, he moved to Washington, D.C. for eight years where he worked in International Trade at the Department of Commerce and as Director of Coalition Development for the Republican National Committee and other political and public policy positions.  After the Reagan years, he returned to Atlanta and to law school where he graduated Cum Laude.

He spent several years with the Atlanta-based law firm of King & Spalding in Atlanta, where he represented Fortune 500 companies and others such as the Atlanta Committee for the Olympic Games in a variety of matters in products liability and tort litigation, and US Department of Justice reviews.

He left to practice law on his own in the area of asset protection, corporate formation and estate planning.  His firm, Asset Shields, LLC, specializes in setting up corporations, Limited Liability Companies, Family Limited Partnerships, as well as a variety of trusts such as Revocable Living Trusts, Land Trusts, Charitable Remainder Trusts, Personal Property Trusts, Special Needs Trusts, Asset Management Trusts, ILITs (Irrevocable Life Insurance Trusts), and other estate planning needs for his clients.

He is an active member of the community, having served as Chairman of the Cobb Board of Elections, and Cobb Counry Board of Ethics. He is a graduate of Leadership Cobb and has held positions with the State Bar, with his alma mater, his political party and with his church. While maintaining his legal practice, he served in the Administration of Georgia Governor Nathan Deal. Doug is happily married and is the proud father of 3 daughters.

For more information, visit www.AssetShields.com

770-218-5747

3600 Dallas Highway, Suite 230-215 Marietta, GA 30064

 

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