Jeffrey Mason

Retirement Specialist

Jeff drives all business development activities for the Redwood Retirement Platform, working directly with Redwood Tax Specialists – Financial Advisors, CPA’s, Accountants, Insurance Agents, and the small business owners and management teams we serve, saving those clients hundreds of thousands in taxes annually.  

With 20 years of operational experience in retirement plans with a large national accounting firm, several smaller firms, and then the firms he has run over the past decade, Jeff brings a wealth of value by designing solutions for small business owners. As a licensed life insurance agent, Jeff is able to incorporate tax advantaged life policies as a key component of the plan design solution.  

Working directly with Redwood Tax Specialists, he leads by crafting optimal plan design solutions that coordinate the strategic tax plan and financial planning expertise they bring to their clients. His ability to consider the numerous variables involved in each unique situation are the result of his U.S. Navy service, Computer Science education, Microsoft Certified Systems Engineer certification, ASPPA and IRS ERPA programs, and roles in retirement services operations on numerous complex platforms for clients of all sizes and scales.  

Jeff empowers all Redwood Tax Specialists by delivering Cash Balance Plan expertise in a way that fuels the tax plan designs they deliver, with results for business owners you won’t find on Main Street.

“Our reduction strategies reduce taxes around 50% almost 100% of the time!”