MPA Financial Services

MPA Financial Services Helping Cincinnati families navigate retirement & life transitions (widowhood, divorce, blended families). Mason Alexander, CFP®

I build sustainable retirement income plans and help avoid costly tax, investment & beneficiary mistakes. MPA Financial Services is here to help you prepare for your upcoming retirement by defining your income and life goals. We will work with you to create a plan that is tailored to your individual needs and preferences. Our goal is to help you reach financial independence and enjoy a comfortable

retirement. Please note our other location at: 212 East Third Street, Suite 100
Cincinnati, OH 45202

05/28/2026

One thing I see a lot in retirement conversations is that it doesn’t feel the way people expect.

Most of the time, everything feels familiar. But once you're done working, the questions start to feel more real. What should I do with this money? Am I making the right move right now?

It’s not usually a lack of information. It’s that the answers aren’t as clear as people expect. That’s where conversations really start.

05/27/2026

Retirement is the mountain top for most American workers. How do you want to feel when you have arrived? In this two minute video I explore whether you wish to be confident or comfortable when work life is over. 🏖️🏡

05/26/2026

A lot of the people I work with aren’t trying to turn financial planning into something complicated! You usually just want something simpler: what makes sense and what you should probably do next.

Retirement and major life changes tend to bring a level of uncertainty that you don’t really expect until you’re in it.

My role is to help you bring a bit more structure and clarity to those decisions so things feel more manageable.

Happy Tuesday!
05/26/2026

Happy Tuesday!

05/22/2026

If you’re here because something in your life has changed, here’s what to know and what to do next.
That change might be retirement approaching, the loss of a spouse, a divorce, or adjustments that come with blended family financial decisions.
In these moments, financial decisions often feel more complicated than expected—and it’s not always clear what should happen next.
I work with Cincinnati-area families who are navigating these transitions to help bring clarity to retirement income planning, investment decisions, and important choices around taxes and beneficiary designations.
My goal is to simplify the financial side of your life so you can move forward with confidence and a clear plan.
I am a Certified Financial Planner® and have been working with individuals and families since 2001.
If you’re going through a transition and want to talk through your situation, feel free to reach out or send a message.

Cap and gown season is here. 🎓A BIG CONGRATULATIONS to every graduate walking across a stage this month! 🥳 🥳The late nig...
05/21/2026

Cap and gown season is here. 🎓

A BIG CONGRATULATIONS to every graduate walking across a stage this month! 🥳 🥳

The late nights, the caffeine ☕, the uncertainty about what comes next have all led to this moment.

For you new grads, a few things to consider as you start this next chapter:

➡️ Start investing early, even if it's small. As Mick Jagger wrote, time is on your side.

➡️ If your employer offers a retirement plan with a company match, take it. It's free money.

➡️ Build an emergency fund before you worry about investing. Three months of expenses is a good first goal.

➡️ Pay down your student loans as quickly as possible! A HUGE key to financial success as an adult is zero consumer and student debt. This paves the road to achieving your dreams.

➡️ Your first budget doesn't have to be perfect. It just has to exist. Preferably on paper, not just in your head. 😜

The financial habits you build now will help form the foundation for your future.

Congrats, Class of 2026. 👏

(Bonus photo of me at high school graduation with my grandmother Irene Boullie ❤️)

05/20/2026

Age 62 is a big year for American workers. You might be thinking about leaving your career and reviewing your Social Security benefits. What age is your full retirement benefit? When does Medicare start? 🤔

Watch my two minute video below for three money tips at age 62.

Who else has a pet that runs the household? 🙋May is National Pet Month, and whether it's a dog 🐕, a cat 🐈, or something ...
05/18/2026

Who else has a pet that runs the household? 🙋

May is National Pet Month, and whether it's a dog 🐕, a cat 🐈, or something with scales or feathers, pets have a way of taking over.

They love us unconditionally. They give us so much joy. They are a big part of the fabric of our families.

They also can cost more than we expected, require more preparation than we anticipated, and somehow we'd do it all over again in a heartbeat.

If you have one, or three, or had one in the past, then you know. ❤️

Share a pic of your pets! 🐶

Happy Monday! 🐶
05/18/2026

Happy Monday! 🐶

Address

4240 Airport Road Suite 204
Cincinnati, OH
45226

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+15132547319

Website

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