Helping You Navigate Towards Your Retirement Destination
Guiding You Toward a Confident Retirement in Charleston, South Carolina
At MasterPlan Retirement Consultants, we believe retirement should be a journey marked by clarity and confidence. Located in Charleston, SC, our mission is to help you design a holistic retirement plan that aligns with your unique goals and values.
Our experienced team of fiduciary advisors serves as your financial partner, providing personalized strategies to navigate the complexities of retirement planning.
Why Work With MasterPlan Retirement Consultants in Charleston, SC?
We understand that each individual's retirement journey is unique. Here's what sets us apart:
Customized Planning
Every strategy is tailored to your situation, goals, and values. No one-size-fits-all here.
Holistic Approach
We consider all aspects of your financial life—investments, taxes, healthcare, and legacy planning—to create a comprehensive retirement strategy
Boutique Service
By limiting the number of clients we serve, we provide personalized attention and tailored solutions that reflect your specific needs.
Retirement Planning Services in Charleston, SC
We offer a comprehensive suite of financial and retirement planning services, including:
12 Questions Federal Employees Need to Answer Before Retiring
At MasterPlan Retirement Consultants, we meet people every day in Charleston, SC who are asking:
- "Do I have enough to retire comfortably?"
- "How can I reduce taxes on my retirement income?"
- "What if there’s a market downturn — will I be okay?"
- "When should I take Social Security?"
- "What happens to my spouse if something happens to me?"
These are real concerns — and you're not alone. Retirement planning can feel overwhelming without a clear strategy and an experienced guide. That’s where we come in.
Our role is to help lift the weight off your shoulders. Through detailed financial analysis, thoughtful planning, and ongoing support, we help individuals and families across Charleston, South Carolina move from uncertainty to clarity — from worry to confidence.
Meet Your Local Retirement Planning Team
The team at MasterPlan Retirement Consultants brings decades of combined experience in retirement income planning, investment strategy, and financial guidance. We are independent, client-focused, and passionate about helping the people of Charleston, SC make confident financial decisions.
Mark Fricks RFC®, ChFEBC℠
Co-Founder, Retirement Planner & Investment Advisor Representative
Karen Fricks
Co-Founder & Executive Director
Evan Fricks
Retirement Planner, Investment Advisor Representative & Director of Operations
Alyse Shaffer
Director of Administration
Ali Metcalf
Marketing & Community Outreach Coordinator
Wes Snyder
Client Services Coordinator
Retirement Planning Services
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