KaNeda Bullock, CFP<sup>&reg;</sup> - Financial Advisor

KaNeda Bullock, CFP®

MBA, AIF, APMA

President and CEO

Master Plan Investment Group

65 S Main St, Ste A205
Pennington, NJ 08534-2820
FINANCIAL ADVISOR'S WEBSITE
(609) 751-0242 CONNECT WITH KaNeda
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General

KaNeda Bullock is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Master Plan Investment Group in Pennington, NJ and the surrounding communities.

Financial Advisor Overview

By exploring your life-stage goals, we’ll help you determine which goals require immediate attention and which are more long term. From our analysis, we’ll be able to create a clear plan to secure your financial future while allowing you to enjoy everyday living. Our mission is to give you clarity and confidence that your savings and investment strategies are aligned to achieve your goals and impact your legacy. Our wealth management services include Investment management, Retirement planning, post-retirement income planning, Investment tax planning, Social Security planning, Estate planning, Charitable giving strategies, Insurance, long-term care planning, and Education planning. Our retirement panning consulting services include Plan Design & Executive Plan Options, Co-fiduciary Governance Practices, Investment Selection & Monitoring, Plan Vendor Selection & Benchmarking, Investment Policy Statement (IPS) Development, Employee Financial Education & Wellness Programming.

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Financial Advisor Experience

Ka’Neda N. Bullock, CFP®, MBA, AIF®, APMA®, President and Founder of Master Plan Investment Group, is an award-winning wealth manager and employer retirement plan advisor. She is dedicated to helping individuals, business owners, and organizational leaders achieve their personal and professional retirement and over-all financial goals while building wealth and promoting a legacy of investment knowledge. In her capacity as a retirement and wealth manager, Ka'Neda employs tailor-made investment, insurance, and financial planning strategies to guide her clients toward their aspirations. As a committed financial fiduciary, she takes the time to understand her clients' joys, fears, and dreams, offering not just financial guidance but also clarity and confidence as they embark on the journey to execute their investment, retirement, and comprehensive financial plans with her, as their partner. Ka'Neda's role as a retirement plan advisor extends her knowledge to managing workplace retirement plans such as 401(k) and 403(b) plans. She collaborates closely with business owners and organizational leaders to craft strategically designed employee retirement plans and a sound governance process. These initiatives not only impact one’s tax strategies, but also empower individuals to retire comfortably while equipping them with essential financial knowledge. Ka'Neda's innovative multigenerational participant education strategy, aimed at retaining and attracting top talent, incorporates financial education and wellness to help alleviate financial stress in the workplace while educating employees about how to work towards a secure retirement and fulfilling lives.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

Ka’Neda N. Bullock, MBA, CFP®, AIF®, APMA® |President Master Plan Investment Group, Inc. | 65 S. Main St. C-201, Pennington, NJ 08534 Office: (609) 751-0242 | Fax: (609) 630-4048 www.masterplaninvestmentgroup.com
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs

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Helpful Financial Planning Resources