What will happen
when the paychecks stop?

Saving for retirement is one thing. Planning your retirement income, quite another. Don’t wait to schedule how you’ll pay yourself. Working with Mascagni & Company, you can realistically anticipate expenses and plan the income appropriate to your needs and goals. Best of all, you won’t have to miss a beat in paychecks.

What will happen if he’s not there?

A long-term marriage can fail. A health emergency can strike. Suddenly, you can face life alone. Before that happens, or in the unfortunate event you currently find yourself in that position, talk to Mascagni & Company. Don’t make a move without financial planning that looks after your best interests. We have helped many of our clients avoid costly mistakes or cushion the impact of life changes that threatened them financially.


You built a successful business.
Can you build a successful retirement?

When your personal wealth and eventual retirement are wrapped up in your business, you need financial planning that looks beyond today’s balance sheet. Not only can we help you use recent tax law changes to your company’s benefit, we can look after your best interests for now and the future.


Our services include:
  • Comprehensive Financial Planning
  • Investment Advice and Portfolio Allocation
  • Retirement Planning Including Funding Needs Analysis
  • Retirement Income Planning
  • Pension and Rollover Analysis
  • Retirement Plans for Businesses (Profit-Sharing, 401(K), SIMPLE, SEP, etc.)
  • Estate Planning
  • Distribution Planning
  • Business Buy/Sell and Succession Planning
  • Capital Needs Planning for a Surviving Spouse and Family
  • Education Funding Needs and Analysis