Iron Plan Solutions Group, LLC is just that; a Group. Not an individual. We are a Team that brings many years of collective knowledge to the financial services industry, enabling us to provide our clients with the most up to date and informed recommendations.
Iron Plan Solutions Group, LLC has been in business for over 20 years. We are a team that brings decades of collective knowledge to the financial services industry, enabling us to provide our clients with the most up to date and informed recommendations. We provide our clients with the most effective tools available to monitor their path to retirement. At IPS, we believe that a comprehensive awareness of where you are on your road to retirement is integral to a successful financial forecast. We are passionate about avoiding losses and minimizing risk. Our commitment is to keep our clients informed and assist them in making financial decisions. We offer our clients a reasonable rate of return and they don’t lose their money. Come see us, we are right on the money!
Founder and CEO
As founder of Iron Plan Solutions Group, LLC, Mal has over 23 years of experience in strategic planning and majored in economics and finance. Mal is chief executive officer of IPS and recently co-authored the book, “Illustrating and Selling Index Universal Life.” He and his wife, Martina Mason, founded IPS in order to fulfill a need in the community for a financial firm that provides sound advice to both individuals and businesses with ongoing, open communication about their money. Mal continues to specialize in advanced markets strategies for both businesses and individuals.
Founding Partner & CCO
As a founding partner of Iron Plan Solutions Goup, LLC, Martina has worked in capital markets for eighteen years and holds a Bachelor of Business Administration degree in Finance. She and her husband, Mal Mason, founded IPS in order to fulfill a need in the community for a financial firm that provides sound advice to both individuals and businesses with ongoing, open communication about their money. Martina specializes in retirement income strategies, social security strategies and money under management.
Chae joined IPS as a strategic partner in 2014. She is a licensed life, health and annuity agent bringing with her over 20 years of customer service experience. As part of the IPS team, Chae also helps her clients navigate Medicare supplements and offers them protection through Legal Shield. Her focus remains client relations and financial planning for both individuals and businesses.
Dana Joined IPS in 2017. She brings to the group over 30 years experience in sales management, people development, customer service, and marketing/merchandising. Dana’s focus will be client care and office operations.
Kay Mitchell joined the IPS Team in 2018. She has been a licensed Life, Health and Annuities agent since 2005 and has worked with thousands of clients to ensure they had the proper coverage at a price they could afford. Kay specializes in helping individuals and families plan for retirement. She enjoys serving at various non-profits in her community, traveling, and spending time with family and friends.
Bryce Potter joined the IPS team in the spring of 2018 as an intern. Currently a student at the University of West Florida in the Business Program, Bryce is pursuing a degree in Finance with an emphasis on Management. Upon graduation, he plans to continue his career at Iron Plan Solutions Group as a planner/advisor specializing in the financial needs of millennials.