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

Just as cairns guide hikers to stay on the correct trail,

we help guide our clients along their path to financial freedom. 

Are you on the right path?

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Knowledgeable information about Medicare options.

2019 4th Quarter Newsletter

Date Released: 1/17/2020


  • Benchmark Returns as of 12/31/2019.
  • Financial Markets Summary.
  • Michael’s FAQ #1:  How does the SECURE Act affect me?
  • Michael’s FAQ #2:  Can my Required Minimum Distribution go to charities?
  • Michael’s FAQ #3:  What is going on in the stock market? 
  • Michael’s FAQ #4:  Doesn't the low unemployment rate mean the economy is strong?
  • Michael’s FAQ #5:  Thoughts on 2019, 2020 and the new decade.
  • Sara’s News You Can Use: Life and Legacy Planning.
  • Business Update, Jillian’s Journeys, Morgan’s Menus, Our Appreciation, and Disclaimers.
Read Full Newsletter

Michael D. Mason

What does financial freedom mean to me?  For me financial freedom is not the cliche of retirement on a beach.  It is doing every bit of what I am doing now because I love it.  I love building the relationships.  I love to help others reach their financial freedom and to educate through newsletters and market updates.  Financial freedom is making sure that my girls can do whatever it is that they want to do.  It is Sara and I being able to find great hikes in exotic locations.

Sara P. Mason

What does financial freedom mean to me?  It means less worry and less stress.  It means being there for my family, friends and organizations that are important to me.  Financial freedom means staying responsible, and not frivolous, while being able to participate in activities that my family wants to participate in.  It means couponing (which I enjoy), meal planning and list making, but not feeling guilty if I just don't have time one week.

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2019 National Kidney Walk

Thank you to everyone that made it a successful and fun event!

Learn more about the National Kidney Foundation