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Name
Mark Fricks
Title
Co-Founder & President & Lead Advisor | Investment Advisor Representative
Bio
As President and Co-Founder of MasterPlan Retirement Consultants, Mark prides himself on providing clients the right tools for planning and execution of retirement strategies. For more than 30 years, he’s concentrated on helping clients strategically navigate their retirement income, while taking steps to ensure possible future risks are considered and that lifetime income strategies have been reviewed and implemented where appropriate.
As an author, speaker and radio host, Mark finds himself on a constant quest to make certain his clients understand how their money is working for them and how proper planning can help them reach their retirement goals. His clients are at the center of the planning process and Mark and his team strive to serve them with integrity and unparalleled service.
Ethical in his practices and honest in his relationships, Mark focuses on continuously educating himself and his staff on financial-related issues.
Mark is happy to perform a no-cost analysis that provides an accurate snapshot of where you stand when it comes to being prepared for retirement. He is knowledgeable and can answer your pre- and post-retirement questions, always explaining the various options available that could help relieve the stress of retirement. Mark also has a deep understanding of federal benefits and is able to offer guidance to help federal employees with their retirement decisions.
Mark has three adult children, four grandsons and two granddaughters. He is an ordained elder and is also involved in international mission work.
As an author, speaker and radio host, Mark finds himself on a constant quest to make certain his clients understand how their money is working for them and how proper planning can help them reach their retirement goals. His clients are at the center of the planning process and Mark and his team strive to serve them with integrity and unparalleled service.
Ethical in his practices and honest in his relationships, Mark focuses on continuously educating himself and his staff on financial-related issues.
Mark is happy to perform a no-cost analysis that provides an accurate snapshot of where you stand when it comes to being prepared for retirement. He is knowledgeable and can answer your pre- and post-retirement questions, always explaining the various options available that could help relieve the stress of retirement. Mark also has a deep understanding of federal benefits and is able to offer guidance to help federal employees with their retirement decisions.
Mark has three adult children, four grandsons and two granddaughters. He is an ordained elder and is also involved in international mission work.
