Retirement Income

Empowering Women

Fixed Indexed Annuities 

Customized Annuity Performance Review 

 

Who’s Your Sherpa?

Creating Your Retirement Roadmap

Financial Pyramid

Writing Your Retirement

Social Security Facts & Tips

 

Analyzing six potential Social Security stumbles – the biggest one of all

 

How Longevity in the DNA can boost Social Security

 

How does MasterPlan work to ensure Social Security max

 

Social Security Survival

 

What are some of the biggest myths about Social Security

 

What are the biggest mistakes you see with Social Security

 

What can we expect at a Social Security workshop

 

Complimentary gift or complimentary consultation

 

How does Social Security integrate with Retirement Planning

 

How working longer can boost Social Security

 

Spousal Benefits

 

What are some traits to look for in a Social Serurity Sherpa

 

What can an attendee expect from your process

 

What to expect from the Trump admistiration on Social Security

3405 Dallas Highway Building 700 Suite 719

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.

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

e [email protected]

p 770.980.9262

3405 Dallas Highway Building 700 Suite 719

Marietta, GA 30064

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.

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