The Mason Financial Group

About The Mason Financial Group

Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through Raymond James investors are offered an extensive array of investment alternatives and services including:

Asset Allocation

Asset allocation versus diversification - what's the difference?

Asset Management

Discover the benefits of professional asset management.

Estate Planning

Trust services for the preservation of assets and the fulfillment of wishes.

Financial Planning

Your financial future is important. Don't trust it to just anyone.

Mutual Funds

Your purchasing power at work.

Retirement Planning

In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.


How do stocks fit into my financial plan?


Are bonds right for you?

Insurance and Annuities

Preparing for the unexpected may start with quality insurance alternatives.

Freedom Account

Managed accounts with the flexibility to meet your investment goals.

Tax Planning

Prepare for taxes all year round with this handy reference guide.

Cash Management

Understand the potential and importance cash plays in your overall financial strategy.


Other Information


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