Michael T. Mason

CONNECT

Address:

442 N Main St , Ste 210C
Bountiful, UT 84010

Phone:

(801) 864-9386

Financial Planning Process and Design


We know the path of investing is rarely smooth all of the time and often includes detours. Having a strategy to stay on target and monitior our progress is critical to success.

The financial planning process means looking at all the pieces that make up your current finacial position including taxes, insurance products, investments, pensions, social security and putting them together to create one unified strategy. We use a process that is time tested and duplicatable to meet your essential, discretionary and unexpected income needs. During the wealth accumulation phase, market volatility, longevity, interest rate and inflation can all benefit you as the investor. These same variables can derail a retirement income plan if not properly addressed.

When working with clients our first step is to listen, analyze and understand your specific financial needs both now and for the future. Next, we pull the various pieces of your financial portfolio together and begin organizing a strategy. Our last step is to implement the strategy and monitor the progress toward reaching your financial goals.

If you are concerned about market performance, it may be time to try a new approach to your financial strategy.  We can provide strategies that will generate the income you need no matter what the market is doing.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck