GOLDEN FINANCIAL

Vanessa Mason is a seasoned Chartered Senior Financial Planner with over three decades of experience, specializing in estate planning, retirement strategies, and Long-Term Care. Her career began in 1992, focusing initially on assisting seniors in safeguarding their assets. Over the years, she has developed a reputation for integrity, loyalty, and deep expertise in managing and enhancing her clients' wealth and estates.

Her approach to financial planning is comprehensive and personalized. Vanessa leverages her extensive knowledge to provide solid financial recommendations tailored to each client's specific needs. She is known for implementing innovative strategies in estate planning that aim to preserve assets, minimize financial risks, reduce tax burdens, avoid probate, and protect against potential nursing home costs.

A notable aspect of Vanessa's practice is her specialization in advising Federal/Government Employees, both active and retired, particularly those covered under CSRS and FERS. She supports clients throughout all stages of their careers, offering strategic guidance to navigate the complexities of federal employee benefits and retirement planning.

In summary, Vanessa Mason exemplifies professionalism in financial planning, combining her years of experience, dedication to client success, and expertise in specialized areas like estate planning and federal employee benefits. Her commitment to providing tailored, effective financial solutions underscores her role as a trusted advisor in her field.

The most important factor in your retirement planning is for you to fully understanding your Federal Government retirement system. 
The more you know, the better the result!

FEA/GEA is a non-profit non-Government Organization which is managed by its members and operated by current and former government employees. The purpose is to promote the social and financial welfare of all Federal and Government Employees. We strive to improve the “IMAGE” of the members both locally and nationally by supporting community projects and programs. Due to the complexities of your benefits, i.e. FEGLI, CSRS, FERS & TSP, all of our “FEA Counselors” are dully licensed Life and Annuity agents. We do this to provide you with correct and up to date information and solutions.

FEA/GEA Membership offers Federal and Government Employees the opportunity to better their lives with Association discount savings on those items you buy from day to day. Members save money on clothing, furniture, electronics, kitchenware, eyeglasses, automotive and pet supplies. Get discounts on hotels, car rentals and cruises; movie tickets, featured event tickets and theme parks and so much more. 

Our Founders

Jim Matthew and Betty Estes

Since 1980, Golden Financial has been helping local retirees and soon-to-be retirees build sound financial strategies that are designed to provide them with security, confidence, and peace of mind in retirement.

As Retirement Specialists, their focus on their clients building comprehensive financial strategies that incorporate income planning, Social Security maximization, tax minimization, as well as planning for the unexpected and the inevitable.

As Investment Advisor Representatives, they believe that security in retirement comes with the knowledge, a sound financial plan that is designed to help build, grow, and enjoy your life's savings, while working to ensure your financial future.

Family owned and operated with over 40 years of experience in risk management and financial planning, they knew the importance in helping their clients retire with the security and confidence that comes from knowing that they have a sound financial plan that is designed to protect them today, tomorrow, and long into the future.

Discover the Golden Financial difference. Discover what it means to have a team of financial experts advocating for you and working to protect your assets as if they were their own.