Considerations for the Executive

As an executive with the opportunity to participate in a corporate sponsored financial planning program, you have two decisions: first, whether to invest the time needed for a successful financial planning process, and as important, selecting the organization that can best advise you .

When you work with The Mason Companies:

• You will work with a senior, experienced, and credentialed financial planner, backed by a multi-disciplined team that strives to provide thorough, appropriate recommendations based on a full understanding of how your company’s total rewards program can be used to your benefit.
  
  
• Unlike some financial services or shelter advisors, we have no hidden agendas or proprietary products or services to offer as “recommendations” during the planning process.
  
  
• We value your time and have designed our process to provide significant value at every meeting.
  
  
• We work with you extensively to help you prioritize and implement recommendations that will have significant impact on your long term financial health. We provide ongoing consultation to help you respond to unanticipated opportunities. We also update your financial plan when we need to reflect your continually evolving financial situation and the evolution of tax, investment, and other planning strategies.

For information on Financial Planning for Executives, contact Robert Corno, 703-716-6000 or email fp@masoncompanies.com

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