Focus: Insurance Strategies, Investment Strategies, Business Owners, Estate Planning, Risk Management Strategies, Business Succession Planning, Retirement Income Planning
Languages: English, Spanish
Phil Mason received his Certified Family Business Specialist (CFBS) designation from The American College and has over twenty years of experience working with multigenerational family business owners. His professional mission and passion is helping business owners reduce risk, build wealth and improve tax efficiency*. He employs a blend of education and experience to help them understand, build and protect the value of their company while formulating succession and exit plans based on their unique goals, objectives and circumstances.
Phil began his 30 year career in the AT&T CFO organization. After five years, he left to become Executive Vice President & Chief Financial Officer of 2nd generation family-owned Allied Steel in Newark, NJ. After three years, he joined 2nd generation family-owned Martec International in S. Plainfield, NJ, as Chief Financial Officer. He was promoted to Chief Financial Officer & Chief Operating Officer after twelve months and provided financial and operational leadership while the company expanded product distribution throughout North, Central and South America. Since leaving AT&T in 1994 he has vested 25 years advising family business owners in strategy, execution and succession.
As an Investment Advisor Representative, Phil helps owners of medium-sized companies coordinate and integrate their personal, business and estate planning which spans the family, business and ownership domains of their financial life. The coordination and integration of planning across these three domains is the essence of 3D Integration and a differentiator for the firm. This specialized and holistic approach helps address the complex and interrelated nature of business owner concerns and needs. His fee-based financial planning practice involves a ‘deep dive’ discovery process to assess the client’s present position. A customized plan is developed and delivered providing independent observations and recommendations**. As a Registered Representative of MML Investors Services, LLC, he assists clients with various investment needs as well as serving as lead representative on select company retirement plans.
Education and Credentials:
BA cum laude International Business & Economics, State University of New York, College at Brockport
MBA International Business Management, Fairleigh Dickinson University
Graduate Certificate in Personal Financial Planning, Moravian College
Graduate Certificate in Business Succession Planning, The American College
* Neither MML Investor Services nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.
** Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.
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3701 Corporate Parkway Suite 320
Center Valley, PA 18034