Do you want to retire but don’t know if you have enough saved to quit working? Or are you one of the ones who wants to work forever? We want you to have the financial freedom to be able to make lifestyle choices for yourself. We work with business owners, couples, individuals and families to help you grow wealth, retire safely and pass on your business and legacy to your chosen beneficiaries.
We Help Make
Work Optional
Our Philosophy
At Iron Plan Solutions, our mission is to make sure you never lose money—and we mean never. In fact, that’s the meaning behind our name, Iron Plan Solutions. We are committed to protecting the assets you have worked so hard for your entire life, and helping you safely use those assets to fund your retirement however that looks for you. Protection is our philosophy and it drives our strategy for each client.
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.
The Team at Iron Plan Solutions
At Iron Plan Solutions, our team helps business owners and individuals in the U.S., especially those living on the Gulf Coast. Located in Pensacola, Florida, we also spend a lot of time in Houston, Texas, as well as neighboring states. We are true fiduciaries, which means that as a firm, we have chosen to place your needs first, above our own and above all else. Most importantly, our team is dedicated to you, your goals and your success. When we say we treat our clients like family, we mean it.
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Our Services
If you wonder what “making work optional” entails, it involves comprehensive financial retirement planning for each client who works with them. Each client gets personal advice and a customized financial retirement plan tailored specifically for their unique needs and goals. A financial retirement plan could include strategies like life insurance, 401(k) rollovers, consolidation of IRAs, estate planning, retirement income planning, business planning, succession planning and much more. 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 Events
At Iron Plan Solutions, we hold many types of events in our ongoing efforts to provide one-on-one education as well as group workshops and online webinars for the larger community about financial and retirement concepts. You deserve straight talk and information about your money, and we’re here to help! Sign up for an event today.
Workshops & Webinars
Charity & Celebrity Events
Holiday & Client Events
Iron Plan Resources
Our goal is to make financial concepts simple and understandable, and to make retirement optional for business owners, couples, individuals and families. In order to help, we provide many different types of educational resources that you can bookmark and explore anytime.
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 Sundays from 8 a.m. to 9 a.m. on WPNN-AF 790/103.7, or listen on demand anytime right here!
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Strike While the Iron is Hot!
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