Our Upcoming Events

We have decided to hold events again in the 4th Quarter.

Please check back soon with specific dates, times and locations. 

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Client Online Access 

Wealth Management

Life & Legacy Program

Medicare Planning

Custom plans for every stage of life.

Wherever you go, we'll go there with you.

Michael D. Mason

 Founder and Wealth Manager

Sara P. Mason

Life & Legacy Coordinator and Licensed Insurance Agent

Connect with us.

Thank you!