Question 1

What services does Mason & Associates offer?

Accepted Answer

Mason & Associates is an independent, fee-only financial planning firm that provides ongoing comprehensive financial planning and tax planning advice to clients locally and throughout the United States. They specialize in providing financial planning advice to federal employees who are covered by FERS and CSRS, helping them maximize their federal benefits. They also serve a variety of clients who are not affiliated with the federal government.

Question 2

What makes Mason & Associates unique?

Accepted Answer

The financial planning team at Mason & Associates places clients' interests first and empowers them to live their best life. They take a comprehensive approach to financial planning, providing guidance in areas such as retirement planning, tax planning, and estate planning. Their focus on providing personalized, client-centric services sets them apart.

Question 3

Who are the key members of the Mason & Associates team?

Accepted Answer

The financial planning team at Mason & Associates includes John Mason, Certified Financial Planner™, Michael Mason, CFP®, Tommy Blackburn, CFP®, CPA, PFS, and Ben Raikes, CFP®, EA. They host the Federal Employee Financial Planning Podcast, which discusses a wide range of federal benefits, tax, and financial planning strategies.

Question 4

What is the process for new clients at Mason & Associates?

Accepted Answer

The new client process and client experience at Mason & Associates is designed to provide a seamless and personalized service. The firm works closely with clients to understand their unique financial goals and needs, and then develops a comprehensive plan to help them achieve those goals.

Question 5

How can clients contact Mason & Associates?

Accepted Answer

Clients can contact Mason & Associates through their secure upload portal or by directly reaching out to the firm's contact information. The website provides various channels for clients to connect with the financial planning team, including email, phone, and a contact form.

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