Mason & Associates would not be where we are today without the loyalty and commitment of our clients. We know that trusting us with your money, Life Plan and your financial future is a big deal. We never take that lightly! We love serving you and finding ways to improve your life. All that to say, we are giving you a gift!
We Appreciate You
Be on the lookout for your gift to arrive the first week of August. We intentionally chose a gift of two reusable grocery bags because we wanted to provide something that every household needs (and in California, mandated to use at a grocery store). It’s just a small gesture to say that we want to help in your everyday life. On top of that, we believe that protecting our environment is equal to saving money and planning for the future. We may not see the direct impact today, but the little steps and forward progress will add up in the future.
We hope you get great use out of these bags and remember that we are supporting you in your financial life. If you have any questions, would like additional bags or just want to touch base before summer ends, call our office at (323) 254-3072 or book an appointment online.
About Mason & Associates, Inc.
Mason & Associates, Inc. was founded in 1989, specializing in Life Planning for individuals, families and small businesses. Life Planning places a person’s core life values at the heart of the advice process and focuses on the human aspects of financial planning.
As a client, your personal story is key to our planning process. That is why we strive to build a close relationship that will encompass every aspect of your life and financial plan. Together with our team of professionals, we guide you through the process of identifying what is important to you, your goals, your dreams. We then put into place a financial road map to set you on your way towards achieving your objectives.
Our responsibility does not end there. As you encounter bumps in the road, changes in goals or any other roadblocks, we are there to offer advice and guidance. We work alongside your other professionals such as your attorney and your CPA to be sure all of your legal and financial needs are aligned.