For the last two decades, we’ve focused on building plans that help our clients retire and stay retired, either initiating new financial strategies or fixing existing strategies to better tailor them toward retirement. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health.
About Iron Plan Solutions
Fiduciary
Being a fiduciary means that we have chosen to place our clients’ needs first, ahead of our own and ahead of anything else. This is a long-term strategy that has worked for us for decades, and has helped us to see literally dozens of clients and business owners to and through retirement.
Independent
In order to fulfill our fiduciary duty to you, we believe it’s mandatory to be independent with access to hundreds of financial solutions from dozens of financial institutions, with no obligation to any of them. We choose independence deliberately because we think it’s best for our clients.
Innovative
We tailor each custom plan to your unique situation, and we conduct due diligence on new strategies as they arise. We do not use cookie-cutter approaches—our recommended solutions are specific to you, your retirement goals, your business succession objectives, and your legacy desires.
Educational
Making things simple to understand is our primary goal. We try not to use jargon at all—we explain financial concepts and then you decide for yourself. And we amplify our educational efforts to the community via our radio shows, ongoing events, and our consumer videos, blog posts and articles.
Straightforward
We are straight talkers. You can take comfort in knowing we tell the truth even when it’s not easy. We want you to be able to rely on us for advice about your business, your finances, your retirement and your legacy, and in order for that to happen, we believe you need to hear the unvarnished facts.
Meet the Iron Plan Team
The team at Iron Plan Solutions Group has a mission. Their mission is to “Make Work Optional” for individuals, couples, families and business owners living on the Gulf Coast. In fact, making strong commitments to our clients and building life-long relationships are the tenets of our success! Predicting the financial future is nearly impossible; however, it is possible to give yourself a better chance to succeed with a well-crafted financial plan that accounts for all possible scenarios. Our team has spent decades developing their skills designed to bring you financial strength and clarity.
Mal Mason
Founder & Chairman
Chae Kyle
CEO & Strategic Partner
Carl Pearson
Financial Advisor
Allison Sanchez
Office Administrator
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Our Services
At Iron Plan Solutions, we help business owners and individuals in the U.S., especially those living on the Gulf Coast. Headquartered in Pensacola, Florida, we also spend a lot of time in Houston, Texas, and Baton Rouge, Louisiana, as well as other states. We are true fiduciaries, which means that we have chosen as a firm to place your needs first, above our own and above all else. And as such, we have multiple solutions, services and strategies which we may utilize as part of your customized plan.
- Business Planning Services
- Asset Leveraging
- 401(k) Rollovers
- IRA Consolidation
- Retirement Planning
- Wealth Management
- Legacy and Estate Planning
- Social Security Planning
- Medicare Plans
- Supplemental and Alternative Health Plans
- Deferred Compensation
- Buy Out and Exit Planning
- Succession Planning
Iron Plan Radio Show
Our Iron Plan radio show, hosted by Mal Mason and Chae Kyle, helps provide iron-clad answers to your most pressing financial questions. Listen live on Saturdays from 9am to 10am and Sundays from 11am to noon on AM 1070 & 103.3 FM The Answer in Houston, or listen on demand anytime right here!
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Strike while the Iron is Hot!
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