What’s your roadmap to retirement?

Your Roadmap To Retirement Starts Here

We are an independent financial advisory firm specializing in retirement planning for our clients. Helping families prepare for their financial futures is our passion because we want them to move forward in life with confidence.


Real life happens, and if you're not properly prepared, you may encounter roadblocks and detours that may negatively impact your financial future. We don't want that to happen. Let's plot your retirement roadmap together. Fill out the form to get started today!

Let us be your roadmap to retirement. It’s just better with a plan.

By submitting your information, you agree to be contacted by MasterPlan Retirement Consultants. We keep your data safe and promise to never sell to any third parties.

The journey is just as important as the destination

No one wants to experience turbulence or obstacles on the journey to their golden years. With the proper planning, we can help ensure as few bumps and twists along the way, so your retirement can be as worry-free as possible.


Our goal is to design a holistic plan that helps identify ways to maximize your retirement income, so you won’t have to worry about outliving it. We want to help you achieve financial confidence, so as with any journey, you plan first.


Our plans are developed and communicated to you through a customized retirement roadmap, with the end destination being all about you. When you plan well, there’s more potential to prosper and arrive at your predetermined destination.

Independent

Being independent allows us to offer the best products and personalized services for our clients for every unique situation.

Holistic

Your plan is holistic, to help protect you from life’s unknowns and give you confidence that we see the big picture.

Experienced

With over 25 years of experience, we concentrate on helping our clients strategically navigate their retirement journey.

Connect With a MasterPlan Retirement Consultant

Getting Started Is Easy

Fill out the form and let us know a little bit of basic information about yourself. We'll connect you with a MasterPlan Retirement Consultant who will help you get started on developing a comprehensive retirement plan and answer any questions you may have. It's quick, easy and there is no obligation. We want to make sure we're a great fit for each other.


We help with:


  • Financial & Retirement Planning
  • Tax-Efficient Strategies
  • Social Security Maximization
  • Investment Strategy
  • Legacy Planning
  • Insurance & Long-Term Care Coverage
  • 401(k) & IRA Rollovers
  • Medicare Planning & Supplements

By submitting your information, you agree to be contacted by MasterPlan Retirement Consultants. We keep your data safe and promise to never sell to any third parties.

Retirement Roadmap Radio

When a part of your financial strategy is out of tune, your long-term goals, your retirement savings, and your legacy can all suffer. In this show we provide information you need regarding social security, retirement income planning, wealth management, and much more! Listen in as we address your financial concerns and provide helpful solutions to put you on the path to achieving your retirement goals!

Frequently Asked Questions We Help Plan For


According to a recent survey, many people fear running out of money in retirement more than they do dying. Longer lifespans mean many retirees will have to live off their retirement savings for 30 years or more. This requires careful planning. The first step is to determine when and where you want to retire and what kind of lifestyle you envision. MasterPlan Retirement Consultants can help you develop a plan to ensure you won't outlive your income in retirement.



You generally can start receiving benefits at age 62, but your monthly benefit rises 8% for each year you wait—up to age 70, when increases stop. You should consider a few factors though; for example, your need for income and the amount you have saved in other investments. There are also other considerations such as spousal benefits and tax consequences. MasterPlan Retirement Consultants can help you run the numbers and compare scenarios to decide the best time to begin taking Social Security to ensure it works with your holistic retirement plan.



Health costs are one of the biggest expenses that a 65-year-old couple will face during retirement. According to the U.S. Department of Health and Human Services, this couple will pay over $285,000 on health care throughout their retirement years. Health care costs are also the most common reason retirees go bankrupt and run out of money in retirement. As part of your holistic retirement plan, MasterPlan Retirement Consultants will develop a plan for covering these costs to make sure there are no surprises in retirement.



You want to make sure you’ve got a plan for how to receive a steady stream of income from your investment accounts when you transition to retirement. The amount you take out will depend on how much you need to supplement Social Security or other sources of income like pension payments. In some of your accounts, you may also have to withdraw a certain amount each year because of Required Minimum Distribution rules. It's important to have a tax strategy to avoid unnecessary taxation on your distributions.


Your Roadmap To Retirement Starts Here

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.


Connect with us today to get started on your journey to retirement!

© 2022 MasterPlan Retirement Consultants, Inc.

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

770.980.9262

info@masterplanretire.com

Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. 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.


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