Navigate Retirement with the Retirement Blueprint

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Typical results of a personalized Retirement Blueprint:

  • 30-50% potential increase in net-spendable retirement income above current path projections; and/or
  • Potentially retire 3-5 years earlier than current path projections; and/or
  • Increased longevity of retirement assets by 7-10+ years longer than current path projections

Or call us at 559-895-0075!

At Mason Street Wealth Management, we believe in a holistic approach to your retirement planning.

This starts with a comprehensive, personalized Retirement Blueprint!

As Heard On

Clear. Concise. Compelling.

Your personalized Retirement Blueprintwill be straightforward, easy to understand, and compelling with clear action steps. We don't do fluff. Let the math of true retirement planning be your guide.

1

Tax-efficient Income

Increasing your retirement income has everything to do with cutting out friction (fees) as much as possible. Taxes are the largest fee in retirement planning.

2

Opportunity & Risk

A Retirement Blueprint can show you pathways to potentially decreasing your market, longevity, inflation, and tax risks while increasing your opportunities for a more fulfilling retirement.

3

Optimization

The strategies within your Retirement Blueprint will show you how to relocate inefficient taxable and tax-deferred assets to tax-free assets with the capability of producing greater income for longer periods and maximizing your legacy.

4

Plan, Create, & Execute

You've sacrificed to accumulate your retirement nest egg. Let the Retirement Blueprint with a holistic approach show you how to potentially optimize it with tax-free income for the best potential retirement possible.

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No gimmicks. No fluff. Just math.

Asset Location Is More Important Than Asset Allocation

Where do the majority of your assets live?

Taxable

While usually highly liquid, taxable vehicles (bank accounts, CDs, mutual funds/ETFs, bonds, etc) are taxable with every realized gain.

While providing good liquidity for short-term savings goals or emergencies, consistent and frequent taxes can severely detriment your long-term accumulation efforts to the tune of hundreds of thousands of dollars.

Tax-deferred/Tax-procrastination

Typical retirement accounts (such as 401(k)s and IRAs) procrastinate taxes until the future. Contrary to popular belief, most retirees do not find themselves in a lower tax liability situation upon retirement. These types of accounts generally maximize your taxes over your lifetime.

Some financial experts have started referring to them as "tax-maximization" accounts. Many Americans come to realize their silent retirement partner (the IRS) isn't so silent once retirement begins.

Tax-free

Taking advantage of vehicles in the tax-free location can potentially increase your net-spendable retirement income significantly, protect you against inevitable tax increases, and increase the longevity of your retirement assets by many years.

Strategically relocating portions of your taxable and tax-deferred assets to the tax-free location is a critical piece to optimizing your retirement. A Retirement Blueprint can help you create multiple streams of tax-free income.

Meet Your Sponsor

Sean Mason
President & Financial Advisor

After attending the Craig School of Business at California State University, Fresno, Sean built a successful advertising company, serving companies throughout California. In 2002, he switched gears to pursue a career in financial services. Working with some of the premier financial organizations in the country, Sean soon found his passion for training other financial professionals.With his consulting background and experience in the development of complex financial strategies, Sean advises a broad range of affluent families. He continues his passion for financial education and awareness through volunteering for community educational outreach programs.Sean enjoys taking advantage of all that the central valley has to offer, from hiking in Yosemite and water skiing in the surrounding lakes to frequenting the local restaurants and entertainment venues.

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