How we can help you.

At MasterPlan Retirement Consultants, we understand that you have your own unique retirement destination—it’s not the same as your best friend’s. That’s why our one-on-one approach takes into account your particular retirement goals, allowing us to customize each area of your strategy. We want your journey to be as smooth as possible, so we make it a priority to ensure you understand the potential impact on your lifestyle whether you turn left or right.

Retirement planning should not be about products, but a process. Your plan is holistic, to help protect you from life’s unknowns and give you confidence that we see the big picture. What’s in that big picture is up to you, but we hope to make it picture-perfect.

That’s why we offer a variety of services, including:

  • 401(k) rollovers
  • Federal employee defined benefit plans
  • Financial planning
  • Investment management
  • IRA rollovers
  • Legacy planning
  • Life insurance
  • Long-term care strategies
  • Medicare supplements
  • Retirement income planning
  • Retirement planning
  • Social Security maximization
  • Tax-efficient strategies

We’re always committed to working in your best interests—and we wouldn’t have it any other way.

How we
can help you.

At MasterPlan Retirement Consultants, we understand that you have your own unique retirement destination—it’s not the same as your best friend’s. That’s why our one-on-one approach takes into account your particular retirement goals, allowing us to customize each area of your strategy. We want your journey to be as smooth as possible, so we make it a priority to ensure you understand the potential impact on your lifestyle whether you turn left or right.

Retirement planning should not be about products, but a process. Your plan is holistic, to help protect you from life’s unknowns and give you confidence that we see the big picture. What’s in that big picture is up to you, but we hope to make it picture-perfect.

That’s why we offer a variety of services, including:

  • 401(k) rollovers
  • Federal employee defined benefit plans
  • Financial planning
  • Investment management
  • IRA rollovers
  • Legacy planning
  • Life insurance
  • Long-term care strategies
  • Medicare supplements
  • Retirement income planning
  • Retirement planning
  • Social Security maximization
  • Tax-efficient strategies
  • Estate Planning

We’re always committed to working in your best interests—and we wouldn’t have it any other way.

We’re always committed to working in your best interests—and we wouldn’t have it any other way.

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