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



    Let's Talk Long-Term Care

    January 13, 2022
    12 PM EST
    Reveal the benefits of planning ahead.

    Register Here 

    Past Events



    Master Fitness and Financial Tools to Energize & Thrive

    July 20, 2021
    7 PM
    Join us in person or virtually to learn tools to live a healthy and financially abundant life. Start your journey to learn simple tools and practices that you can apply daily to have more energy, better health, and financial peace today and every day!

    Register Here 




    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​ 


    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. 


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

    Tajaun "TJ" Bush, Paraplanner
    Tameka Jefferson, Client Services Assistant
    Samuel "Sam" Tagget, Retirement Plan Consulting Intern