NEW Introductory Call Request Without Quick Fit Quiz

Introductory Call Request
Location

DirectEmbedded
Name*

First NameLast Name
E-mail Address*
Phone Number*
Do you have more than $700,000 invested assets or cash available to invest today?*
Please include TSP, 401(k), IRA, Roth IRA, Joint, Trust and Individual accounts
Are you open to a monthly retainer fee that would result in the same compensation to Mason and Associates as a client with $700,000 available to invest?*
For example, for every $100k less than $700k the monthly fee is equal to $125
Based on your answers, Mason & Associates probably isn't a good fit for your financial planning needs. We recommend you check out the following:
Great! You might be a good fit for Mason & Associates. Complete the form to schedule an Introductory Call.
Are you open to an ongoing relationship where we meet annually to plan for the future and review the completion of action items from prior meetings?*
What is your age?*
Are you married?*
Marital
Spouse's Name*

First NameLast Name
Retirement System(s) *

FERSCSRSMilitaryVRSOther
Retirement System
Current or Former Employer*

Federal EmployeeVirginia Retirement SystemHuntington Ingalls IndustriesSentaraOther
How did you hear about us?*

Radio Show WNISAdvertisement WNISReferralInternet Search/WebsitePodcastYouTubeOther
Referral Source
Referrer

First NameLast Name
What prompted you to reach out and what are your immediate goals?*
Are you ready to book your meeting now?*

YesNo
Enter the message as it's shown*
Before you proceed please make sure pop ups are enabled for this site.

Once you have enabled popups click "Submit" below. You will be redirected to our scheduling site to book your meeting.

If you are unable to enable popups, please click "Submit" then check your inbox for an email confirmation with the link.
Please click "Submit" below. We will send you an email with a link to schedule your call.
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