At Mason & Associates, we provide comprehensive Life Planning for individuals, families, multi-generational families, businesses and business owners. We provide advice on estate planning, charitable gifting, retirement planning, college funding, business retirement plans, and succession planning.

Individuals and Families

Whether you’re preparing for retirement or planning for your children’s education, Mason & Associates provides comprehensive, personalized financial guidance to help you navigate life’s milestones with confidence and peace of mind.

Business Owners

Our Life Planning approach for businesses focuses on efficiency, simplicity, and value. Mason & Associates works with you to create tailored benefit programs and financial strategies—delivering cost-effective solutions, seamless implementation, and exceptional ongoing support.

Corporate Executives

Empowering corporate executives with strategic financial planning that integrates career success, personal values, and long-term life goals through Mason & Associates’ Life Plan Approach.

Attorneys

Tailored financial strategies for legal professionals, aligning wealth, work, and well-being through Mason & Associates’ Life Plan and personal fulfillment.

Entrepreneurs and Founders

 Strategic financial planning for entrepreneurs and founders, integrating business growth, personal wealth, and long-term vision through Mason & Associates’ Life Plan, which balances innovations, risk management, and financial freedom.

LGBTQIA+ Individuals and Families

Compassionate financial guidance tailored to the unique goals and values of LGBTQ+ individuals and families.