MASON & ASSOCIATES, LLC
11827 Canon Boulevard, Suite 204, Newport News, VA 23606
Since 2003
529 College Savings Plan, Small Business Strategies, Estate Planning, Variable and Fixed Index Annuities, 401K and Defined Benefit Pension Planning, Long-Term Care and Term Life Insurance, Separately Managed Accounts, Survivor Benefit Planning, Traditional & IRA
Focuses on employer-sponsored benefits package ● Offer comprehensive financial planning to all types of employees, with specialized knowledge of federal benefits ● They can help clients complement their benefits with private plans
TBR® Inspection Report
THE ADVISORY FIRM OF KATHERINE L BROWN, LLC
751 Thimble Shoals Boulevard, Suite J, Newport News, VA 23606
Since 2005
401K, 403B, Education, Pension and Financial Planning, Portfolio and Investment Management, Rollovers, Retirement Plan Accounts, Annuities, Life Insurance Products, Variable Life Insurance & College Savings Plans
Provides advice on retirement planning and projected cash needs ● Offers on planning for child’s college education ● Their advisors helping to implement the necessary steps to achieve your financial goals
Price: $175/Hour
TBR® Inspection Report
JAMES BALES FINANCIAL, LLC
729 Thimble Shoals Boulevard, Unit 1E, Newport News, VA 23606
Since 1994
403B, 401K, 457, IRA, Estate and Legacy Planning Strategies, 529 College Saving Plans, Charitable Giving, Small Business Solutions, Personal Asset Review, Asset Protection, Life and Critical Care Insurance, Money Management, Disability Income Insurance, Retirement Income & Cashflow Planning
Expertise in investment and insurance needs ● Provide independent advice, custom plans and solutions along with exceptional personal service ● They can help you execute a sound financial program