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Business Profile

Retirement Planning Services

MasterPlan Retirement Consultants

About

About This Business

MasterPlan Retirement Consultants is a holistic fiduciary advisory firm that works with our clients to create the potential for a sustainable retirement, free from worry. At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protecting your assets.

Products and Services

Financial Planning

BBB Accredited Since: 8/14/2019

Years in Business: 15

Business Details

BBB File Opened:
8/30/2018
Business Started:
5/10/2010
Business Started Locally:
5/1/2013
Type of Entity:
Corporation
Alternate Names:
Fricks & Associates, Inc.
Master Plan Tax Services
Business Management:
Mr. Evan Fricks, Director of Client Services
Ms. Karen Fricks, Co-Founder
Mrs. Carol Freeman, Administrative Coordinator
Mr. Mark Fricks, Co-Founder
Mrs. Alyse Shaffer, Director of Administration

Additional Contact Information

Principal Contacts
Mrs. Alyse Shaffer, Director of Administration
Customer Contacts
Mr. Evan Fricks, Director of Client Services
Additional Email Addresses
Primary: Email this Business
Additional Websites
masterplanyourretirement....
Social Media
Facebook

Additional Information

Payment methods
MasterPlan Retirement Consultants accepts debit and credit card payments

More Resources

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