What’s your retirement roadmap?

 

Don’t start your journey without a detailed route.

Here, you’ll find a variety of useful resources to help you plan and estimate your retirement income.

As always, reach out to us if you have any concerns or questions—we’re here for you!

Retirement Roadmap Radio

Do you ever feel like you need a guide to help navigate your retirement?

Retirement can be scary, but it doesn’t have to be!

Listen in to learn more about creating a RELIABLE and LONG-TERM retirement.

MasterPlan Blog

Roth Conversion: Is It the Right Strategy for You?

The IRA is one of the most popular retirement savings vehicles. There are several variations, but in recent years, the Roth IRA has become an increasingly popular option. Roth IRA balances grew 51 percent from 2010 to 2013, while traditional IRA balances grew 28…

Your Retirement Planning Checklist After You Turn 50

Are you in the homestretch of your career? Can you see retirement on the horizon? If so, you may already be dreaming about vacations, golf outings and time spent relaxing at home. It’s hard not to look ahead when retirement is so close. However, you also may want to..

3 Steps to Help Overcome Your Retirement Savings Shortfall

Is retirement approaching? Feel like you don’t have enough saved? According to a Gallup survey, you’re not the only one. The survey found that more than 50 percent of Americans are worried about not having enough money for retirement. In fact, retirement is Americans’…

GPS for Your Retirement Plan

Read Mark’s “Road Map” Article now on Kiplinger’s.

What’s Your Retirement Roadmap?

Don’t start your journey without a detailed route.

​Here, you’ll find a variety of useful resources to help you plan and estimate your retirement income.  As always, reach out to us if you have any concerns or questions—we’re here for you!

What’s your
retirement roadmap?

Don’t start your journey without a detailed route.

​Here, you’ll find a variety of useful resources to help you plan and estimate your retirement income. As always, reach out to us if you have any concerns or questions—we’re here for you!

Retirement Roadmap Radio

Do you ever feel like you need a guide to help navigate your retirement?

Listen in to learn more about creating a RELIABLE and LONG-TERM retirement.

MasterPlan Blog

Roth Conversion: Is It the Right Strategy for You?

The IRA is one of the most popular retirement savings vehicles. There are several variations, but in recent years, the Roth IRA has become an increasingly popular option. Roth IRA balances grew 51 percent from 2010 to 2013, while traditional IRA balances grew 28…

Your Retirement Planning Checklist After You Turn 50

Are you in the homestretch of your career? Can you see retirement on the horizon? If so, you may already be dreaming about vacations, golf outings and time spent relaxing at home. It’s hard not to look ahead when retirement is so close. However, you also may want to..

3 Steps to Help Overcome Your Retirement Savings Shortfall

Is retirement approaching? Feel like you don’t have enough saved? According to a Gallup survey, you’re not the only one. The survey found that more than 50 percent of Americans are worried about not having enough money for retirement. In fact, retirement is Americans’…

Videos

Financial Pyramid

Customized Annuity Performance Review

Empowering Women

Videos

Financial Pyramid

Customized Annuity Performance Review

Empowering Women

By giving yourself a form of financial insurance, owning gold or other precious metals, you can protect yourself.

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.

As always, reach out to us if you have any concerns or questions—we’re here for you!

As always, reach out to us if you have any concerns or questions—we’re here for you!

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

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