An Exceptional Program for Exceptional People
The Mason Companies recognizes that when it comes to corporate sponsored financial planning, our first priority is our executive planning client – who expects and deserves objective, independent, highly personalized financial planning advice. The Mason Companies offers that advice in a manner that reflects the corporate sponsor’s interest in retaining key executives while maintaining the integrity of the planning process.
We differentiate our program by providing what we believe to be are exceptional levels of personalized service for our executive participants. Your executives will:
- Work with a multidisciplinary planning team led by an experienced senior financial planner who is the executive’s key contact;
- Receive extensive consultation that takes the time to consider financial and non-financial goals in the planning process. The result: a custom plan tailored to the executive’s specific situation;
- Receive individually hand-crafted plans – written by a senior Financial Planner with input from specialists in each key aspect of planning;
- Receive year-round consultation to enable the executive to respond to unanticipated opportunities and situations as they arise and
- See attention to implementation – because we recognize that many approaches fail when the plans they produce are never implemented.
We continually strive to provide the high-touch, highly personalized service that your executives value, and measure our success by your success.
For information on Financial Planning for Executives, contact Robert Corno, 703-716-6000 or email firstname.lastname@example.org