Alex Mason,
Financial Services Professional
Specializing in Holistic Financial Solutions for Families and Businesses
As a CFP® professional, specializing in helping meet the financial service needs of physicians, nurses and other medical professionals, Alex provides real-world financial insights to make sure his clients are on the right track. Whether it is to protect the family during the working years, fund children’s college education, or guarantee retirement security, Alex has been working with families and businesses to achieve their financial goals.
A big part of his job is to help people retire when they want to retire. How much should I save? Where should I allocate my investments? What type of an account is best? How much do I need to retire comfortably? Alex helps his clients answer those questions and gain peace of mind that comes with knowing they are in control of their financial future.
Calculators
You can review interesting calculators on my site.
Contact Us
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Videos
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Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.