With over 17 years in wealth management, Brian’s expertise is in providing retirement solutions. Now Brian brings to MasterPlan Retirement Consultants his circumspect planning approach that includes protecting and optimizing one’s financial resources. In today’s turbid and volatile financial and economic environments, Brian believes it is crucial to prepare for every season of life. Take the first step toward creating your retirement roadmap by contacting Brian today.
team∙work, noun: Cooperative effort by the members of a group or team to achieve a common goal.
We couldn’t do it alone. Frankly, we wouldn’t want to.
Mark B. Fricks, RFC
Registered Investment Advisor
A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.