The Road Less Traveled

Let’s pretend that you wanted to drive from Atlanta, Georgia to Los Angeles, California.  You could get into your car and drive west – would you get to California?

Most people would answer “eventually, maybe, hopefully.”

If I were going to drive from Atlanta to California, I’d first sit down and begin thinking about the goals of the trip.  Why am I going?  When do I want to get there?  What will I be doing when I arrive?  How much money will I need while I’m there?  How long will I be there?

Isn’t this the same as retirement planning?  Many people just “head west” toward retirement, with little or no thought about the goals, or how to get there.  Then many put money away in a 401k, and perhaps have a goal or two about retirement, but when it comes to having a well thought-out plan, well it just doesn’t happen.

Just like the trip to California, wouldn’t it be better when planning for retirement to do a little thinking, and then set some specific goals?  Don’t you want to plan and know what you will be doing in retirement?  How much it will cost to get there, and get through it?  When you want to get there?  Wouldn’t you like a plan?

Well that’s what we do.  Together we think, discuss goals and needs, establish parameters and then formulate the plans to get there.  THAT’S a retirement plan!

Our goal is to help you chart your financial future, and be with you every step along the way.

Saving and investing is all about taking control and charting your future. At each step along the way, there are important choices. Wherever you are on your path, we can help you navigate the road ahead and reach your goals. We’ll create a personalized retirement roadmap to help your set and reach those goals.

​The sizable postwar generation is reaching retirement age. We’ll take the time to look at the potential issues facing you…and help you chart your future retirement.

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

 

410 Villa Rica Way, SW, Suite 100

Marietta, GA 30064

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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