SHARING OUR INSIGHTS

    Tap into Our Experience

    We actively work to increase financial literacy, investment know-how, and generational wealth by speaking at conferences, webinars, and community events. If you need a financial professional to share their financial insight with your organization, invite us to your upcoming conference or webinar.

    Please contact us at [email protected].

    Upcoming Events

     

    Retirement-Planning
     
     

    Medicare Made Simple

    June 22, 2022
    12 PM EST
    Join us to explore your extensive options during retirement.

    Register Here 

    Announcements

     

    Spotlight-Advisor-KaNeda-Bullock
     

    Spotlight: Advisor Ka'Neda Bullock's Master Plan

    Our Broker-Dealer, CFN, features Advisor Ka'Neda, highlighting her career in financial services and commitment to women and diversity in the industry.

    Read Article​ 

    Weve-Moved
     

    Ka'Neda N. Bullock, CFP named to InvestmentNews' 2021 40 Under 40 List

    Join us in congratulating our Founder and President, Ka'Neda Bullock, for being selected as an InvestmentNews' 40 Under 40 Honoree. Ka'Neda was chosen from a pool of nearly 1,000 financial professional nominees by a panel of reporters, editors, and other representatives of InvestmentNews to earn a spot on the final list of 40 talented individuals. InvestmentNews' 40 Under 40 project strives to award the young talent that is rarely recognized in the financial advice industry. 

    Welcome-Aboard

    We are proud to announce 3 new Master Plan Investment Group team members

    Tameka Jefferson, Client Services Assistant
    Lenyce Sharp, Paraplanner Trainee
    Andrew Sowa , Retirement Plan Consulting Intern