Company intelligence
Mason & Associates, LLC
Financial Planners for Federal Employees
About Mason & Associates, LLC
Mason & Associates is an independent, fee-only financial planning firm located in Newport News, Virginia. We provide ongoing comprehensive financial planning and tax planning advice to clients locally and throughout the United States. Our financial advisors specialize in providing financial planning advice to federal employees who are covered by the Federal Employee Retirement System (FERS) and Civil Service Retirement System (CSRS). The financial planning team helps federal employees maximize federal benefits and provides guidance in all areas of financial planning such as retirement planning, tax planning, and estate planning. Not a federal employee? No problem! We serve a variety of clients who have no ties to the federal government other than the taxes they pay. Our financial planning process and client experience allows us to serve families who are already retired or actively working. John Mason, CFP®, Michael Mason, CFP®, and Tommy Blackburn, CFP®, CPA host the Federal Employee Financial Planning Podcast. The episodes discuss a wide range of federal benefits, tax and financial planning strategies, and at times features guests from other areas of the financial industry. Investment advisory services offered through Mason & Associates.
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Signals from Mason & Associates, LLC
5 published signals
Presence & Recognition
Mason & Associates, LLC is hosting an upcoming webinar titled Avoiding the Common Financial Mistakes Made by Federal Employees on September 24th
Reported by Mason & Associates, LLC
Presence & Recognition
Mason & Associates, LLC published a new episode of the podcast breaking down retirement readiness at 30, 40, 50, or six months out from leaving federal service.
Reported by John Mason, CFP®
Presence & Recognition
Mason & Associates, LLC hosted a free webinar on September 24 at 6:00 PM EST featuring John Mason, CFP, covering retirement planning mistakes for federal employees.
Reported by Mason & Associates, LLC
Presence & Recognition
Mason & Associates, LLC is hosting an upcoming webinar titled Avoiding the Common Financial Mistakes Made by Federal Employees on September 24th
Reported by John Mason, CFP®
Presence & Recognition
Mason & Associates, LLC participated in the latest episode of the Federal Employee Financial Planning Podcast featuring Robert Laura discussing retirement readiness and financial planning.
Reported by John Mason, CFP®