Who We Serve

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


Whether you are planning for retirement or ensuring that your children’s college education is properly funded, we provide you with comprehensive wealth management to plan for these life events.

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We provide your business with the right retirement plan for you and your employees. We advise you on the proper investment choices, providing education for your employees on your behalf.

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We provide the right Life Planning tools for you personal and your business.