We love hearing from you!

MasterPlan Retirement Consultants main office is located in Marietta, Georgia. Metro Atlanta is our home, but we have satellite offices located throughout the Southeast. Stay in touch with us.

Call (770) 980-9262 or fill out the form below and we’ll get back to you as soon as possible.

Mark Fricks RFC®️, ChFEBC℠,
National Social Security Advisor Certificate Holder
Founder & President & Lead Advisor
Investment Advisor Representative
[email protected]

 

 

Karen Fricks
Founder & Client Care Specialist
[email protected]

 

 

Julie Thompson
Director of Operations & Compliance
[email protected]

 

 

Evan Fricks
Director of Client Services
[email protected]

 

 

Carol Freeman
Administrative Coordinator
[email protected]

 

 

Will the intern

 

 

 By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product.
General Information
[email protected]
MasterPlan Retirement Consultants

410 Villa Rica Way, SW

Suite 100

Marietta, GA 30064

770.980.9262

We love
hearing from you!

MasterPlan Retirement Consultants main office is located in Marietta, Georgia. Metro Atlanta is our home, but we have satellite offices located throughout the Southeast.

Stay in touch with us!

Call (770) 980-9262, email or fill out the form below and we’ll get back to you as soon as possible.

Mark Fricks, RFC®, ChFEB℠,
National Social Security Advisor Certificate Holder
Founder & President & Lead Advisor Investment Advisor Representative

[email protected]

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

MasterPlan Retirement Consultants

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

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

 

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