This informative workshop is designed to help you better understand your federal benefits and begin preparing for retirement. We’ll cover FERS eligibility requirements and annuity calculations, survivor benefits and how to draw income from your Thrift Savings Plan.
We will cover the following important topics:
Co-Founder & President & Lead Advisor | Investment Advisor Representative
As President and Co-Founder of MasterPlan Retirement Consultants, Mark prides himself on providing clients with the right tools for planning and executing retirement strategies. For more than 30 years, he’s concentrated on helping clients strategically navigate their retirement income while taking steps to ensure possible future risks are considered and that lifetime income strategies have been reviewed and implemented where appropriate.
As an author, speaker, and radio host, Mark finds himself on a constant quest to make certain his clients understand how their money is working for them and how proper planning can help them reach their retirement goals. His clients are at the center of the planning process, and Mark and his team strive to serve them with integrity and unparalleled service.
Ethical in his practices and honest in his relationships, Mark continuously educates himself and his staff on financial-related issues.
Mark is happy to perform a no-cost analysis that provides an accurate snapshot of where you stand when it comes to being prepared for retirement. He is knowledgeable and can answer your pre- and post-retirement questions, always explaining the various options available to help relieve the stress of retirement. Mark also has a deep understanding of federal benefits and can offer guidance to help federal employees with their retirement decisions.
Mark has three adult children, four grandsons, and two granddaughters. He is an ordained elder and is also involved in international mission work.
Advisory services offered through MasterPlan Retirement Consultants, Inc. Insurance services offered through Fricks and Associates, Inc. Tax services offered through MasterPlan Tax Services, Inc. The aforementioned are affiliated companies.