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:
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.

Mark Fricks RFC®, ChFEBCâ„
Co-Founder

Karen Fricks
Co-Founder & Executive Director

Evan Fricks
Investment Advisor Representative & Director of Operations

Alyse Shaffer
Director of Administration
