FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Just as cairns guide hikers to follow the correct trail,

we help guide our clients and their families along their path. 

Are you on the right path?

Our Story

Learn more about us, how we got here and our family.

Newsletters & Market Updates

Read current or past quarterly newsletters and market updates.

Facebook Page

We post articles that might be pertinent to you finances.

Life & Legacy Planning

Our tool for families to use during a family crisis or loss of a loved one.

2020 2nd Quarter Newsletter

Date Released: 7/17/2020


  • Benchmark Returns as of 6/30/2020.
  • Financial Markets Summary.
  • Michael's FAQ #1: What are the facts about COVID-19?
  • Michael's FAQ #2: Disconnect between financial markets
         and the economy?
  • Sara’s News You Can Use: Life and Legacy Planning.
  • Business Update, Jillian’s Journeys and Morgan’s Menus.
  • Our Appreciation and Disclaimers.

Read Full Newsletter

Life & Legacy Planning

Life & Legacy Planning is a tool for families to use during a family crisis or loss of a loved one. It provides timely and accurate information that can help ease the emotional burden of needing to provide and sort through the details of life. The struggle of trying to find information costs time, money, and exacts an emotional toll on all those involved.  A family emergency is hard for everyone but can be made easier.

With Life & Legacy Planning we act as your personal assistant.  We work with you to gather your information and organize it for you and your family. Easy access is provided both digitally and by physical copy.  Additionally, you can update your plan throughout the year or wait until we meet for your annual review of your Life & Legacy Plan. As Thomas Scott said, "A person cannot leave a better legacy to the world than a well-educated family."

Learn More
Michael D. Mason - Wealth Manager

Michael D. Mason - Wealth Manager

Wealth Management Services & Process
Sara P. Mason - Life & Legacy Coordinator

Sara P. Mason - Life & Legacy Coordinator

Life & Legacy Planning

Connect with Us

Thank you! Oops!