MASTERPLAN RETIREMENT CONSULTANTS

Overview

Masterplan Retirement Consultants operates as a privately owned advisory and insurance-product firm focused on retirement planning and wealth management for individuals and small businesses. The firm blends advisory services—financial planning, portfolio management for individuals and small employers, pension consulting, and the selection of outside advisers—with insurance brokerage and other financial product distribution. It identifies as a capital allocator, meaning it places client capital into third-party managers and pooled vehicles rather than acting solely as a traditional discretionary asset manager. Investment preferences emphasize pooled solutions and external manager relationships: mutual funds for core equity and fixed-income exposure, and allocations to third-party real estate funds for alternative exposure. The firm does not identify as an active ESG investor. Fee arrangements are flexible and include percentage-of-AUM, hourly, fixed fees and other structures, reflecting a mix of advisory engagements from ongoing portfolio management to project-based planning and consulting.

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Location & Offices