Mason & Associates, LLC

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Home - Mason and Associates Skip to content Download Your Copy of The Federal Employee’s Guide to Survivor Benefits >>> Become a Client Mason Associates Fee-Only Financial Planning and Tax Planning for Federal Employees Host of the Federal Employee Financial Planning Podcast Who We Help We place clients interests first and empower them to live their best life 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). 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 Clients: Are in or near retirement Have $1 Million or more saved in investments Want to outsource the thinking but not the decision making Want to stop dealing with the “resource hotline” and speak to someone who cares Schedule an Introductory Call We are more than just money guys. Collectively, we have 100 years of experience helping clients navigate both the best and the most challenging moments in life. We re able to share our own life experiences as well as experiences from serving clients to meet you where you are in your financial plan. Schedule an Introductory Call About Mason Associates A team you can call with the good news and the bad As an independent, fee-only firm, our mission is to provide unique, transparent, and comprehensive financial planning advice that places y

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