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205 E Main Street
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Retirement, changes in marital status, estate transitions, lump sum settlements —
if ever it’s important to plan ahead, it’s for these situations.
Mascagni & Company, Inc.
advises clients in planning for financial changes, so financial uncertainties
don’t add to the upheaval of life transitions. The firm is also recognized
by Bloomberg as one of the country's top wealth managers (July 2004).
As a full-service financial planning firm, we frequently meet new clients in the throes of events
such as divorce, a spouse or parent’s death, business sale or other change. Whether asked
to respond to changes as they occur or help anticipate them, our objective is to apply sound financial
planning strategies to help clients achieve the best outcomes.
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One or more individuals are securities licensed through Investacorp, Inc., a registered broker dealer,
member FINRA, SIPC. One or more associates are securities licensed in the following states:
AK, AL, AR, FL, GA, IA, IN, LA, MD, MO, MS, NC, OH, OK, PA, SC, TN, TX, UT, VA.
For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed,
the associate will not transact business in that state or provide follow-up, individual responses,
until after the associate obtains the appropriate registration in the applicable state.
FINRA's homepage, www.finra.org and
Securities Investor Protection Corporation's homepage, www.sipc.org.
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Divorce – an Unsettling Financial Event?
