Financial Planning

Financial Planning Resources

What is financial planning?

Financial planning, wealth management, investment advising—whatever you call it, financial planning services help you maintain good stewardship of your assets with respect to your personal life goals. A competent, experienced financial planner can help you manage your financial resources to help you plan for your goals while navigating through major, often unexpected, life changes:

  • Saving for retirement
  • Living in retirement
  • Caring for an elder parent’s finances
  • Loss of a spouse or loved one
  • Divorce
  • Selling a business
  • Buying a home
  • Beginning a family
  • Saving for college
  • Receiving a financial settlement or inheritance

Whatever life may have given you or whatever you hope for your future, a financial planner can help you navigate the financial impact of life changes, expected or otherwise.

Why Mascagni Wealth Management, Inc.?

Recognized by Bloomberg as one of the country’s top wealth managers (July 2004), Mascagni Wealth Management is an independent, financial planning firm that can help you prepare for life’s inevitable ups and downs. We often meet new clients who are in the midst of an unexpected life event such as a death or divorce, but whether we are helping a widow manage her cash flow or a young couple prepare for their newborn’s college education, our Certified Financial Planners and paraplanners apply sound financial planning strategies and personally get to know each client to potentially achieve the best outcome possible for the client.

We are a firm large enough to manage all types of investment and financial planning, yet small enough to know each of our clients personally. We spend time with clients in order to provide holistic financial planning. Before any investments are made or plans set into motion, the professionals at Mascagni Wealth Management understand a client’s whole life picture. We get to know you personally in order to advise you specifically.

As an independent firm, we work in the best interests of our clients, providing the specific guidance and services each client needs and prefers.

We offer an initial free financial fact-finding sessions. Contact us to schedule a discussion of your unique financial planning needs.

Certified Financial Planners meet certification and licensing requirements of the Certified Financial Planner Board of Standards, Inc. The CFP mark certifies that we meet education, examination and professional experience requirements to provide comprehensive financial planning advice. Further, we are committed to the high ethical conduct and professional responsibility standards of the CFP Board.