Our Upcoming Events

There's More to Retirement Then Just Investments Q&A @ Webster Rec Center on March 23rd @ 10:30am. 

Medicare Seminar @ Webster Rec Center on June 13th @ 10:30am.

Register Here

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!