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My name is Steve Mason and I am a Investment Adviser representative with Creative Financial Designs, Inc. and a Retirement Planning Guru.  I often joke that I'm a simple-minded guy, so I strive to make the complicated topic financial planning as simple and down-to-earth as possible for my clients.  While my thoughts do reflect who I am (a local, small town Christian adviser), they are also based on over 40 years in the business.  In that kind of time frame, I have just about seen it all: the joys of a booming market, the lows of a volatile market, and everything in between.  History shows us that it's easy for an adviser to look good in a strong market; but when times are tough, you want someone who is watching out for you as a client and a friend. If  slick sales presentations and power suits appeal to you, then I am probably not your guy.  What you will find is a comfortable, easy-to-understand approach to the big picture of your retirement.  Recommendations are always personalized to your goals and concerns.   And we like to have a little fun along the way, too!  Whether it is being out in the community as part of our Good Deeds Service Club or hosting a client event, my clients are offered so much more than just an annual review.  You will find that I take your trust very seriously and guide my practice by faith-based principles, always striving to do what is in the best interest of each person I work with.  

Tuesday, December 13, 2022

When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes. We have put together a few tips that might help.

Wednesday, October 19, 2022

 Today is the 35th anniversary of the day known as “Black Monday”.On Oct. 19, 1987, the Dow Jones Industrial Average DJIA, -0.44% plunged 508 points, a decline of almost 23%, in a daylong selling frenzy...

Thursday, September 29, 2022

If you have earned income through employment for 2022, we highly encourage you to make a Roth IRA contribution for the year.  Roths are our favorite opportunity because you can move money into tax-free buckets over time...