Mason Financial Planning is an independent firm.  We do not represent any financial, investment or insurance company, however we can offer a large variety of them.  Our process begins with listening to the goals and dreams of our clients.  Once these are established and understood, appropriate strategies are customized to suit the client's vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
  • Tax-reduction strategies
  • Investment management, including stocks and mutual funds
  • Retirement planning
  • Estate planning and preservation
  • Asset protection through insurance and annuity products
We are licensed in securities, mutual funds, and insurance which enables us to truly take a “holistic” approach to wealth management and retirement planning.