Mason & Associates

We have been with Mason since 2013 and could not be happier with their financial planning service. Their professionalism, guidance and caring support as a fiduciary have been invaluable for us to reach our financial well-being, stability and success. They have guided us with all of our financial needs including our wills, social security options, power of attorney documents, trust, insurance needs, long term health care and tax planning. Their client service and staff support is outstanding and always within easy reach with a phone call, text or email. We have worked with Mike and John Mason over the years; they understand us and connect to our financial situation and personal life goals. They are always open to investment considerations; they provide examples, including detailed discussion of how ‘the numbers don’t lie’. This has allowed us to learn, grow, and move forward in a positive direction. We have not been disappointed with their strategy. Mason’s minimal fees are well worth the investment growth we’ve seen through their direction over the years. We have gained confidence in all aspects of our life financial plan. We’ve recommended four of our friends to Mason LLC, three have joined their service and one has received financial planning assistance with plans to join the Mason family in the future. We highly recommend Mason LLC for expert and personalized financial planning.

Mike Mason has taken great care of us for many years with his above and beyond customer service. His expertise and knowledge of Federal retirement systems are unrivaled. He helped us take advantage of a little known retirement loophole and kept us from making a big mistake regarding survivors benefits for which we are very grateful. His concierge approach to running his family business makes us feel very valued and cared for on many levels. We highly recommend his company to anyone looking for honest financial advice! Nancy and Tom Moul

I have been working with Ken Mason for over 10 years and can honestly say he really cares about his clients! He is always available if I have any questions about my financial situation and offers very sound advice. I enjoy our yearly planning sessions as Ken is very honest and helpful about what I should, or should not, be doing to best use and preserve my financial resources. I would recommend this company to anyone but especially Federal employees because they have extensive knowledge in the Federal system and how to take maximum advantage of what is available to those employees.

Second generation clients, been with Mason & Associates for 10 years. Their unique knowledge of the unique challenges faced by federal and military clients is what sets them apart. Tommy Blackburn has expertly guided us and helped plan our finances and retirement, and is always available to answer questions and handle unexpected life events. Mason & Associates is a rare gem in the financial planning world!

We have worked with Mason & Associates for almost 15 years. They have provided consistent support and guidance to help us reach our financial goals and security for our family. They are always available to answer questions and provide help needed. We are well positioned in our life to provide for our family and enter retirement because of them. Thank you Mason & Associates