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Mason & Associates, LLC
 
 
Overview: 

Mason & Associates, LLC, is a comprehensive financial services firm specializing with employees of the Federal Government. Our goal is to help our clients understand and then maximize their employer-sponsored benefits, and make informed choices as they supplement with private insurances and investments. We believe that our independent platform allows us the flexibility to better serve our clients, without bias.

At Mason & Associates, LLC, we provide assistance in the following areas:
 
Investments
Bonds
Common Stock
529 College Savings Plans
Educational IRA
Brokerage Accounts
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Variable Annuity
Mutual Funds
Fixed Annuities
Real Estate Investment Trusts (REIT)

Financial Planning
CSRS / FERS
Retirement Plans
401 (k) Planning
403 (b) Planning
College Plans
Estate Plans

Insurance
Life Insurance
Term Life
Universal
Variable
Long-Term Care Insurance
Private
Federal
Disability Income Insurance

Other Services
CSRS / FERS Consulting
Thrift Savings Plan (TSP)
Life Insurance – FEGLI / Private
Survivor Benefits
Retirement Election
Divorce / Separation
Disability Income
Mortgage Loan Origination


 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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