Welcome to Golden Financial

Vanessa Mason is a Chartered Senior Financial Planner.  She works with individuals, as well as families in the areas of estate planning, retirement and Long Term Care.  This endeavor began in 1992 by helping seniors protect their assets. Her first goal is always to maintain and enhance both her clients' wealth and their estates; with decades of experience, knowledge and loyalty in providing the best for her clients.

Vanessa is a credible advisor who provides solid financial recommendations and complete financial planning. She utilizes fresh ideas in regards to estate planning preserving assets and investment techniques in order to design and implement personalized plans that will reduce financial risk, lower taxes, avoid probate, and protect assets from potentially expensive nursing home costs.

Vanessa specializes with Federal Employees / Government Employees (CSRS and FERS) active and retired employees during all decision-making phases of their career. You can reach her by phone at 817-456-2948 or email to vmason@goldenfinancial.net

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!

 

Federal Employees Association / Government Employees Association FEAGEA - San Antonio, TX

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.