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With over twenty years of Financial Planning experience, we’re large enough to provide expert counsel, yet small enough to provide the personalized attention and follow-up that can mean the difference between implemented plans and shelf ware.
- Our practice is based solely on providing high quality advice and recommendations to our clients, and not on selling proprietary investment products or “solutions.”
- Our roots are in financial planning, and not accounting or law so our clients receive balanced advice representing the thinking of a broad range of disciplines.
- Each plan is hand crafted by a team of Financial Planning Associates and Financial Planners, with input from a multi-discipline design team so that each planning client benefits from our full breadth of experience, not just that of an individual planner.
- We recognize the difficulty in implementing a financial plan, and have designed a highly supportive planning process where helping you implement the plan receives as much focus as plan design.
For information on Financial Planning for Executives, contact Robert Corno, 703-716-6000 or email fp@masoncompanies.com
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