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

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 five 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.

Brian Adams

Analytical in his process and reliable in his amiable client relationships, Brian is committed to finding tailored strategies for clients’ personal needs. His experience falls in money management, coupled with income and retirement planning. He approaches investing with a holistic perspective and embraces his fiduciary responsibility.
 
Brian finds satisfaction in providing services of lasting value to families and is proud to bring confidence to those anxious about their future, their income, their assets or their estate. He lives by the idea that a financial diagnosis is a prerequisite to issuing a financial prescription, which is why he gets to know his clients’ and their needs before defining their strategy. His philosophy helps people get to and through retirement, and that keeps him coming to work day in and day out.
 
In his free time, you’ll find Brian spending time with his family, landscaping around the yard or volunteering for various local organizations.

Who we are

Mark Fricks

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.

Brian Adams

Analytical in his process and reliable in his amiable client relationships, Brian is committed to finding tailored strategies for clients’ personal needs. His experience falls in money management, coupled with income and retirement planning. He approaches investing with a holistic perspective and embraces his fiduciary responsibility.
 
Brian finds satisfaction in providing services of lasting value to families and is proud to bring confidence to those anxious about their future, their income, their assets or their estate. He lives by the idea that a financial diagnosis is a prerequisite to issuing a financial prescription, which is why he gets to know his clients’ and their needs before defining their strategy. His philosophy helps people get to and through retirement, and that keeps him coming to work day in and day out.
 
In his free time, you’ll find Brian spending time with his family, landscaping around the yard or volunteering for various local organizations.

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

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.

Brian Adams, RFC

Analytical in his process and reliable in his amiable client relationships, Brian is committed to finding tailored strategies for clients’ personal needs. His experience falls in money management, coupled with income and retirement planning. He approaches investing with a holistic perspective and embraces his fiduciary responsibility.

Brian finds satisfaction in providing services of lasting value to families and is proud to bring confidence to those anxious about their future, their income, their assets or their estate. He lives by the idea that a financial diagnosis is a prerequisite to issuing a financial prescription, which is why he gets to know his clients’ and their needs before defining their strategy. His philosophy helps people get to and through retirement, and that keeps him coming to work day in and day out.

In his free time, you’ll find Brian spending time with his family, landscaping around the yard or volunteering for various local organizations.

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.

3405 Dallas Highway Building 700 Suite 719

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.

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

e [email protected]

p 770.980.9262

3405 Dallas Highway Building 700 Suite 719

Marietta, GA 30064

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.

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