Helping You Navigate Towards Your Retirement Destination

Guiding You Toward a Confident Retirement in Marietta, Georgia

At MasterPlan Retirement Consultants, we believe retirement should be a journey marked by clarity and confidence. Located in Marietta, GA, 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.

Schedule a Meeting in Marietta, GA

Why Work With MasterPlan Retirement Consultants in Marietta, GA?

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 Marietta, GA

We offer a comprehensive suite of financial and retirement planning services, including:

Financial Planning

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Wealth & Investment Management

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Retirement Income Planning

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Tax Minimization Strategies

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Social Security

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Estate & Legacy Planning

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12 Questions Federal Employees Need to Answer Before Retiring

At MasterPlan Retirement Consultants, we meet people every day in Marietta, GA 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 Marietta, Georgia 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 Marietta, GA make confident financial decisions.

Photo of Mark Fricks

Mark Fricks RFC®, ChFEBCâ„ 

Co-Founder

Photo of Karen Fricks

Karen Fricks

Co-Founder & Executive Director

Photo of Evan Fricks

Evan Fricks

Investment Advisor Representative & Director of Operations

Photo of Alyse Shaffer

Alyse Shaffer

Director of Administration

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Ali Metcalf

Marketing & Community Outreach Coordinator

Photo of Alyse Shaffer

Wes Snyder

Client Services Coordinator