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.

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.

Who we are

Mark Fricks, RFC®, NSSA®, ChFEBCSM

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.

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®, NSSA®, ChFEBCSM

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.

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.

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

 

3405 Dallas Highway
Building 700 Suite 719
Marietta, GA 30064
770.980.9262

[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