Michael Mason
CFP®, CLU®, ChFC®
Mason & Associates, LLC
Chairman and Senior Financial Planner
Michael Mason
CFP®, CLU®, ChFC®
Mason & Associates, LLC
Chairman and Senior Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Michael Mason, CFP®, CLU®, ChFC®
Fee-Only financial planner located in Newport News, VA, serving clients locally and across the country
Michael Mason is a Newport News, VA fee-only financial planner. Mason & Associates specializes in helping federal employees, state employees, military, and private sector employees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael Mason is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Areas of expertise include the Federal Employee Retirement System (FERS) the Civil Service Retirement System (CSRS), retirement planning for military members, and tax planning.
LISTEN TO OUR PODCAST: Federal Employee Financial Planning
We speak specifically to federal employees and the unique planning techniques and strategies to help them maximize their benefits. Mason & Associates have over three decades serving as financial planners for federal employees.
Michael Mason has been in the financial planning business since 1987 and co-founded Mason & Associates in 2003 with his brother, Ken. He obtained his B.S. in Business & Finance from the University of Maryland and holds some of the industry’s most respected credentials: CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC).
Michael is the voice of Mason & Associates as host of the firm’s call-in Ask the Expert radio show, which he now shares with son, John. He is a proud veteran of the United States Air Force, having served from 1981 through 1987.
Michael and his wife, Bobbi, have resided in Yorktown, Virginia, since 1987. Their son, John, is also an advisor at Mason & Associates, and their daughter, Chelsea, is a Doctor of Veterinary Medicine in Richmond, Virginia.
We place clients' interests first and empower them to live their best life.
Mason & Associates, LLC is an independent, fee-only financial planning firm located in Newport News, Virginia. Our firm was founded in 2003 as the “go-to” firm for Federal employees seeking comprehensive financial planning advice. Success over the years has expanded our areas of specialty to include members of the Armed Forces, Virginia State Employees (Virginia Retirement System - VRS), Huntington Ingalls Industries personnel, and all private sector employees. Our goal is to maximize the use of employer-based pensions and benefits and guide clients as they supplement these benefits with private plans and investments.
The Mason Financial Planning Team offers comprehensive financial planning to State and Federal employees throughout the Peninsula and Tidewater region of Virginia (Williamsburg, Newport News, Hampton, Yorktown, Norfolk, Chesapeake, and Virginia Beach). Because of our location in Hampton Roads, VA, we have the unique opportunity to specialize with Federal, State, and Military personnel due to our close proximity to Langley Air Force Base, Little Creek Base, Ft. Eustis Army Base, Norfolk Naval Shipyard, NASA, Department of Defense, and the VA Hospital, to name a few. You do not have to be a State or Federal employee to enjoy our exceptional planning services, but if you are, you absolutely want Mason & Associates on your team.
In addition, since many of our clients are Federal/Military, we utilize technology to maintain long-distance relationships with people who live all over the country. If you move from Virginia or live in another state, don't worry - we can work with you!
Tune in to the Mason & Associates Financial Planning Radio Show to hear more about financial planning strategies. Michael and John co-host the bimonthly call-in radio show, heard locally on WNIS AM 790. The show airs the first and third Tuesday of every month from 6:00 to 7:00 p.m.
OUR MISSION
We provide unique, transparent, and comprehensive financial planning advice that places clients' interests first and empowers them to live their best life.
OUR VISION
To uphold our commitment to family values, exceptional customer service, and individualized financial planning advice for future generations as we expand our team of qualified financial professionals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Diligent Savers with $700,000 or More Saved for Retirement
- Nice People
- Looking for a Trusted Advisor
- Business Owners and Executives
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Michael Mason is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Michael Mason is a Chartered Life Underwriter® (CLU®)A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.
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Michael Mason is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
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Michael Mason Co-Hosts Mason & Associates "Ask The Expert" Radio Show
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Mason & Associates, LLC is an Accredited Member of the Better Business Bureau
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Mason & Associates, LLC is Featured on NewportNewsVA.com
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Michael Mason is Mentioned in the AdvicePay Financial Advisor Community Blog: "SUCCESS STORIES: MASON & ASSOCIATES, LLC"
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Michael Mason is Quoted on Business Wire: "Mason & Associates’ Roth Thrift Savings Plan Will Benefit Federal Employees and Military Members Worldwide"
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Michael Mason is Quoted on WTKR: "Tips for your tax refund"
Contact Michael Mason
Office Locations:
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2 Bayport Way
Suite 110
Newport News, VA 23606
