Bringing life to your financial plan.
Mason & Associates provides you with the right tools and services to guide you through every stage of your financial life.
Life Planning

Your personalized life planning starts with our specialists listening to your story.

For Individuals
We work with families to preserve wealth through multiple generation planning.
For Businesses
We provide life planning for business owners and their employees.
Insurance Solutions
Life, dental, vision, medical, long-term care and other insurance solutions.
Life in a Box
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Featured News

Donor-Advised Funds

Raising more money for charity—what could be wrong with that? One of the hottest new investment trends for individuals is Donor-Advised Funds (DAFs). These philanthropic

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