Helping You Navigate Towards Your Retirement Destination

Tax-Smart Strategies to Preserve Your Retirement Savings

If not properly planned for, taxes can quickly erode years of retirement savings. That why we implement custom tax planning strategies to help minimize your taxes and maximize your retirement income. We help you establish a tax-efficient investment and retirement income strategy, which may include any combination of the following strategies.

Roth Conversions

Tax Bracket Maximization

Tax-Loss Harvesting

Tax-Efficient Withdrawal Strategy

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Schedule a Consultation in Marietta, GA

We’re conveniently located in Marietta, GA and proudly serve clients throughout Cobb County and the greater Atlanta area.

If you're ready to take the next step toward a more confident retirement, we invite you to schedule a no-pressure consultation with our team. Let’s explore how we can help you build a retirement plan that reflects your values, protects your wealth, and supports your lifestyle goals.

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Address:

410 Villa Rica Way SW
Suite 100

Marietta, GA 30064

Phone:

(770) 980-9262

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Retirement Planning Services

Marietta, GA | Augusta, GA | Charleston, SC | Columbia, SC

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. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 22359 - 2022/10/20

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