
CEO, Concierge Financial Advisory
Dr. Constance Craig-Mason, MRFC®, NSSA®, is a highly respected CEO at Concierge Financial Advisory, located in the heart of Pennsylvania. With over 17 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.
Investment advice is offered through ALTITUDE CAPITAL MANAGEMENT LLC, a Securities and Exchange Commission registered investment advisor able to provide investment advice in states where it is registered, exempt, or excluded from registration. Content contained herein should not be construed as an offer or solicitation for investment advice or for the purchase or sale of any security, insurance, or other investment product. Investments involve the risk of loss, including possible loss of principal. Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here. Content provided is obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness.
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