If you are one of our local clients, you may not realize that we serve clients all over the United States! We are grateful for the technology that allows us to offer our unique and relationship-driven “Life” financial planning services to a wide audience. Take a look at this map that shows where our clients reside:
If you know someone who needs our help or would benefit from our services but lives outside of California, don’t hesitate to let them know about Mason & Associates! They can contact our office today by calling us at (888) 988-401K!
We Don’t Sell. We Advise.
As a Fee-Only Financial Advisor, we don’t sell any financial products, and are instead only paid directly by our clients. Because of this, our interests are aligned with yours. We are always a Fiduciary for our Clients, which means we must act in your best interest.
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. 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 are there to celebrate your successes and cope with your challenges. 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.