Our Upcoming Events

Due to the increase in COVID cases, we have decided not to have events in the 1st Quarter.

Please check back in the future as we plan to restart. 

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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

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