Dear Clients and Friends,

Mason & Associates advisors will not be taking on new clients for the next three to six months, and we will create a waiting list for those who wish to become clients in the future. This has been a difficult but necessary decision, as we are at the capacity that allows us to best serve you, our existing clients. Please rest assured, we consider your families as part of our service to you, so we will certainly make exception for those relationships. That is to say, we will still fully assist you, your children, and parents. 

As we encourage our clients to tune in to the radio show to keep informed of timely and pertinent information, as well as Mason & Associates news, so too do we encourage potential future clients to listen in for status updates. We plan to announce on the show when we are in a better position to accept new clients after the next several months. We will also keep you apprised of status updates via email and social media, and contacts on the waiting list will receive a quarterly notification. 

Please continue to introduce Mason & Associates to your family, friends, and co-workers. Although we are not able to commit to offering our services for the next several months, we can still help with immediate issues. We offer guidance through the radio show, newsletters, social media posts, and are willing to schedule introductory phone calls to help the people you care about. We serve a broad client base that consists of Federal employees, State employees, Huntington Ingalls Industries, Sentara, Riverside, small business owners, and other companies in Hampton Roads. Employees of these organizations who are at or near retirement are the ideal people to introduce to Mason & Associates. Mason & Associates has recently expanded our fee-for-service model which is also allowing us to serve early and mid-career people at the same organizations.



We hope that you recognize this, as we do, as a positive message. We are committed to reorganizing Mason & Associates to continue to increase the level of service that we provide to our clients and hopefully to new clients in the future. It is our goal to serve as many families in the Hampton Roads community as possible, but we will not lose sight of our primary duty, serving our existing clients.

Mason & Associates has a new look! We are excited to share with you our brand new logo and the launch of our new website!  

Engage with Us We have rolled out some new client resources under the Client Center tab, including TCA by E*trade Account Access , instructions to Switch to e-delivery , and our new Secure Upload link. We will continue to add account maintenance Forms so you have readily accessible, but we do wish to submit all forms through our office so we can make sure everything is filled out appropriately. You can also read up on When You Should Call Us , aka when something good happens or when something bad happens.

Meet with Us Please explore the Annual Review section that we have expanded to ensure you are prepared for every meeting. This includes not only the list of documents you are accustomed to, but a new Annual Review Prep Sheet which contains key questions pertaining to any changes in your life, retirement goal updates, or topics you would like to discuss. This will help your advisors greatly and ultimately ensure we are both best prepared for your meeting and on track with your financial plan.

Contact Us Please make use of the forms under Contact Us and Radio Show if you wish to send us a message or a question to be answered on the show. The Send Us a Message form can be used for quick questions, updates, or newsletter sign-up. The Radio Show Question form serves as an alternative to calling into the radio station. Mike and John will answer your question live on the next show which provides a great opportunity for others to learn as well.



Connect with Us If you haven’t already, be sure to connect with us on Facebook and LinkedIn where we share helpful content affecting the majority of our clients. In fact, our posts often come directly from clients when they hear of an update or share some news. Look for an announcement soon on when Federal Employees should make TSP elections for 2019! If you have any ideas you’d like to share, let us know and we can spread the word.

This launch is all a part of prioritizing your needs and experience as a client of Mason & Associates - to help you gain enhanced access, faster information, more productive meetings, and overall improved communication.  

We are excited to introduce our newest team member and CFP®, Holly Remsing. Holly graduated from Virginia Tech in 2015 with a Bachelor’s degree in Finance as part of the CERTIFIED FINANCIAL PLANNER ^TM Education Track, a CFP® Board registered program. Less than a year after her graduation, she completed the CFP® exam along with the series 7 and 66 licenses to become a licensed advisor. She obtained the CERTIFIED FINANCIAL PLANNER ^TM designation in September 2018.

Holly has joined Mason & Associates as an Associate Financial Advisor. She will begin to participate in client meetings, gather and analyze date for annual review preparation, and assist with development of financial plans.

Holly has been a lifelong resident of Hampton Roads. Originally from Chesapeake, she currently resides in Williamsburg with her chocolate poodle, Lilly. In her free time, Holly enjoys traveling, crafting, and spending time with her friends and family. She also enjoys being engaged with the community and serves as a board member of the Williamsburg Chapter of the Virginia Tech Alumni Association. 

Mason & Associates will be closed the week of Christmas, and two days for New Year’s:

Monday, December 24 – Tuesday, January 1