Mason & Associates, LLC

"My wife and I have been clients with Mason & Associates, LLC for several years. We have found their financial services and advise to be invaluable in planning and implementing our retirement goals, including, investments, spending, and tax preparation. We deal directly with John Mason and Tommy Blackburn, and have found their financial knowledge to be exceptional and top notch. Not only that, John and his team connects at a personal level, exceeding what is truly required, to ensure they understand their client’s needs and desires for financial freedom in retirement. John Mason and his team, strive continuously, to assist with the planning and implementation of financial goals to ensure their clients are meeting their financial well-being. The one-on-one attention that this company provides to its clients has been invaluable and has saved our family a substantial amount of money, while leaving us well-prepared for our future."

"We have worked with members of the Mason & Associates, LLC staff for 10 years and never been disappointed with their service. Their knowledge of Federal employee pension systems, insurance benefits, tax laws and impacts has been extremely beneficial to our family. One characteristic of the service that we find very helpful is the fact that the Mason's take the time to not only recommend beneficial changes and approaches to our short-term & long-term finances, but they take the time to explain all the elements of the change and why it makes sense in our particular situation. Additionally, our financial advisor (John Mason) recently helped to establish a trust-based estate plan that will avoid probate (to the maximum extent practicable) and ensure that our heirs know exactly how to handle our affairs. We would recommend Mason and Associates to anyone looking for a trusted fiduciary financial advisor. For those who find themselves questioning the "need" to pay an advisor fee, our personal experience would say that we would have spent a considerably greater amount learning on our own; there are numerous examples over the years of where we would have made a decision that cost much more that the small advisor fee we pay."

"The Mason’s have served our family’s financial needs since 2014. We have worked with each member of their family and staff and never been disappointed with their service. Their knowledge of Shipyard pension, thrift plan and insurance benefits helped us establish a pre-retirement plan that set us up for success. Although we miss the social activities they are famous for since the pandemic, the Mason’s have allowed us to maintain financial stability, obtain long term care and tax advice in our retirement years. John has become our go-to guy for solid and timely advice and is always available to return an email or provide a quick tip to one of our kids. He has helped to establish and maintain an estate plan that will ensure that our heirs know exactly how to handle our affairs. We would recommend Mason and Associates to anyone looking for a trusted fiduciary financial advisor."

"My family has been with John Mason for about 10 years. He set up a financial plan that has done wonderful for us. He set us up for our wills to make sure everything was in place. When my husband passed in 2020, John contacted all the pertinent places to make my financial transitions go smoothly. I don't have to worry about my finances because I know that John is there keeping an eye out. Both my kids are also with John and are doing great. He's always there for us."

"John Mason has been the perfect partner helping me plan for my retirement 7 years prior to retiring, and executing that plan now 3 years into retirement. He has guided me, provided constructive and effective feedback, and instilled confidence so that now I enjoy my retirement without financial concerns. I highly recommend Mason and Associates for retirement planning and every day financial management."