Working with Mason

If you're approaching or recently retired, have saved $500,000 or more, and want help making important financial decisions, I can help. I work particularly with women managing their finances on their own and blended families planning their retirement.

Many of my clients are women who are widowed, divorced, or living independently and making financial decisions on their own. I also work with blended families, where retirement decisions may involve a spouse, children from previous relationships, and competing financial priorities.

I manage my clients' investments and help them plan how to turn their savings into retirement income. Along the way, we work through financial decisions such as:

- Should I claim Social Security now?
- Should I spend more?
- Should I move?
- Should I work one more year?
- Should I take money from my IRA? 

I've been a financial advisor since 2001 and earned my CFP® designation in 2013. I've worked with clients through difficult markets, retirement, and major changes in their personal lives. I value the long-term relationships I've built with clients and believe in establishing a financial plan we both understand and can follow together.

You don't need to have everything figured out before contacting me. Share a little about what's on your mind, and we'll start with a conversation to see if I can help.

Text or call me directly at 513-434-1930. You'll be talking with me.

Meet my team in our downtown Cincinnati office that supports my business in the area of compliance, record-keeping, and professional development.

I share thoughts on retirement, life changes, and financial topics clients are talking about.