Brian Adams is a Homeschool Father of 11 children.? He is an Investment Advisor Representative for MasterPlan Retirement Consultants, Inc. and is passionate about helping families prepare for their future. He seeks to do so with integrity and with the client’s best interest at heart. He?has experience with:?
401(k) rollovers, Federal employee defined benefit plans, Financial planning, Investment management, IRAs, IRA rollovers, Legacy planning, Retirement planning, Social Security maximization, Tax-efficient strategies, 1031 Exchange strategies, Business Retirement Plans, and related needs.
Brian is also an Insurance Agent with Fricks and Associates, Inc. There he provides: Life insurance, Long-term care strategies, and Medicare supplements.
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.