Constance Craig-Mason, CEO Specializing in Social Security
Constance Craig-Mason
CEO, Concierge Financial Advisory
Professional Profile
Dr. Constance Craig-Mason, MRFC®, NSSA®, is a highly respected CEO at Concierge Financial Advisory, located in the heart of Pennsylvania. With over 16 years of specialized experience, she expertly guides individuals and families through the complexities of Social Security claiming strategies, retirement income planning, and wealth protection. Dr. Constance’s holistic approach is designed to maximize lifetime benefits and ensure long-term financial security for her clients.
As a National Social Security Advisor and a passionate advocate for financial literacy, Dr. Constance empowers pre-retirees, retirees, and underserved communities to make informed decisions about their retirement planning. Her role as a sought-after speaker and educator highlights her commitment to enhancing financial understanding, helping clients optimize income streams, minimize tax burdens, and safeguard their legacies.
In addition to her advisory role, Dr. Constance is the visionary behind the impactful Money TALK$™ Movement, which fosters financial empowerment through education and community support. Her podcast, Money TALK$: Wealth Beyond Numbers, further expands her reach, sharing insights on financial literacy and wealth-building strategies that resonate with a broad audience.
As a holder of the NSSA® Social Security certification, Constance Craig-Mason brings specialized knowledge of Social Security planning to every client relationship.
A devoted family woman and grandmother, Dr. Constance balances her professional passion with personal commitments, making her not just a financial advisor but a mentor and advocate for those seeking financial well-being. Whether you are looking to navigate Social Security options or enhance your retirement strategy, Dr. Constance Craig-Mason is the trusted expert to guide you on your journey to financial success.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.