Our Upcoming Events

Life & Legacy Program: Webster Rec Center on August 18th @ 1pm - Perinton Rec Center on August 19th @ 1pm

Medicare Seminars: Webster Rec Center on October 26th @ 10:30am & November 15th @ 1pm

National Kidney Walk: Site T.B.D. on September 19th

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

Michael D. Mason

 Founder and Wealth Manager

Sara P. Mason

Sara P. Mason

Life & Legacy Coordinator and Licensed Insurance Agent

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Thank you!