Can you believe it’s been thirty years since Mason & Associates was founded? I could never have imagined the wonderful course this business has taken over the past three decades. Now that my sons and staff have taken our firm to a new level, I have been given the unique opportunity to take on a different role within Mason & Associates.  

Greater Passion And Focus

While I stay involved in the daily and weekly meetings, continue to meet with clients, and enjoy working in the office each and every day, my influence and time are focused on the Life Financial Planning element of our Firm. As one of the first Certified Financial Planners in America, this truly fulfills my passion and purpose in starting this business over 30 years ago in 1987.

Mason & Associates was founded to help individuals, families, and businesses understand and manage the financial decisions of everyday life. As someone who has faced many of life’s challenges over the course of my 74 years, I believe I am in a unique position to offer guidance and perspective on how to face and conquer the obstacles that life throws our way.

On A Personal Note

In addition to my work at the firm, I have been taking some art classes and exercising every day. These activities help keep me focused and healthy. And of course, my greatest joy in life is spending time with my five grandchildren and watching them grow. The only problem is that they grow up too fast. Like any grandparent, I just want to freeze them in place!  

This year marks a special milestone for my wife and I as we will have been married fifty wonderful years. While it is hard to believe that time has gone by so quickly, we have had the most unbelievable marriage that two people could have in a lifetime. There have been miracles which greatly enhanced our lives, as well as challenges that helped us grow. I am so grateful to my wife and family for supporting and loving me all these years.

Thank you for being part of my life and for supporting Mason & Associates. We could not be what we are without you! If you want to learn more about our Life Planning and other services we offer to build a roadmap for your life, book your free 30-minute introductory phone consultation today!

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.