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Business Profile

Retirement Planning Services

MasterPlan Retirement Consultants
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(770) 980-9262Email BusinessWrite a Review

About

Overview

MasterPlan Retirement Consultants

410 Villa Rica Way SW

Marietta, GA 30064

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MasterPlan Retirement Consultants has 2 locations, listed below.

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    BBB Accreditation & Rating

    MasterPlan Retirement Consultants is BBB Accredited.

    BBB accredited business seal

    This business has committed to upholding the BBB Standards for Trust.

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    About This Business

    MasterPlan Retirement Consultants is a holistic fiduciary advisory firm that works with our clients to create the potential for a sustainable retirement, free from worry. At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protecting your assets.

    BBB Accredited Since: 8/14/2019

    Years in Business: 16

    Products and Services

    Financial Planning, Estate Planning, Health Care Planning, Insurance Services, Investment Management, Legacy Planning, Retirement Income Planning, Social Security Strategies, Tax Minimization Strategies, Wealth Management

    Business Details

    Local BBB:
    BBB, Greater Atlanta
    BBB File Opened:
    8/30/2018
    Business Started:
    5/10/2010
    Business Started Locally:
    5/1/2013
    Type of Entity:
    Corporation
    Alternate Names:
    Fricks & Associates, Inc.
    Master Plan Tax Services
    Business Management:
    Mr. Evan Fricks, Director of Client Services
    Ms. Karen Fricks, Co-Founder
    Mr. Mark Fricks, Co-Founder
    Mrs. Alyse Shaffer, Director of Administration

    Additional Contact Information

    Principal Contacts
    Mrs. Alyse Shaffer, Director of Administration
    Customer Contacts
    Mr. Evan Fricks, Director of Client Services
    Additional Email Addresses
    Primary: Email this Business
    Additional Websites
    masterplanyourretirement....
    Social Media

    Additional Information

    Payment methods
    MasterPlan Retirement Consultants accepts debit and credit card payments
    Business Categories
    Retirement Planning Services, Financial Planning Consultants, Investment Management

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