Charting the Path to Success
With over twenty years of experience, The Mason Companies is dedicated to providing objective, independent, highly personalized financial planning advice. We are fee-based financial planners who differentiate our program by providing exceptional levels of personalized service, with the ultimate goal of an implemented plan.
Because The Mason Companies does not offer proprietary products or “favored provider” solutions to planning issues, we are able to provide objective “product independent” counsel, based strictly on the needs and unique circumstances of each client.
We recognize that a key part of the planning process is helping you identify your long term financial and non financial goals – something often overlooked in a computer based analysis approach. Our planners carefully consider your lifestyle goals, philanthropic goals, career and retirement goals and legacy goals in developing a sound financial plan and recommendations.
We believe that many approaches fail because the plans they produce are never implemented. We use the special personal relationship that develops between our planning team and each client to encourage successful plan implementation. We work closely with you throughout the year on implementation and on adjusting the plan recommendations as your circumstances change and unanticipated situations and opportunities arise.
Our team strives to provide the high-touch, responsive service that will support you in achieving your financial goals.
For information on Financial Planning for Executives, contact Robert Corno, 703-716-6000 or email firstname.lastname@example.org