FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
3445 Winton Place
Mason Wealth Management is truly a family firm, featuring husband and wife Michael and Sara Mason. With over 20 years of experience, they have cultivated a holistic approach to meet client needs. Michael’s focus is wealth management while Sara focuses on Medicare options along with their Life & Legacy Planning solution. Together, they provide sturdy guidance with a family feel that helps take the stress away from the process.
Michael understands that wealth management isn’t just watching the ups and downs of the financial markets, it’s carefully curating a portfolio and making adjustments as needed. He responds to market conditions, personal and financial goals, and life events. Strong foundations of expertise and relationships are the earmarks of Mason Wealth Management.
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. This alleviates the struggle of trying to find information which costs time, money, and exacts an emotional toll on all those involved.
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."
Finding the best provider and plan among the multitude of options is extremely important. Whether you’re already on Medicare or aging into coverage, Sara’s expertise with the process can help clients make more informed decisions about their health care needs.