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Hi, I’m Scott.

Let's talk about your financial future.

Scott Mass

Senior Vice President

I can help you with:

  • Income-Oriented Strategies
  • Retirement Planning
  • Annuity and Life Insurance Reviews
  • 401(k) Rollovers and IRAs
  • Tax-Efficient Strategies
  • College Savings Plans
  • Personalized Service and Complimentary Consultations
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Recent Articles

Catherine Guerrieri

Late-Stage Retirement Planning for Gen X

For Generation X members, who are now entering their 50s, retirement planning takes on a new level of urgency. Fortunately, catch-up contribution provisions and other strategies can help accelerate savings during these pivotal years. "Generation X faces unique retirement planning challenges, but they also have powerful...

Catherine Guerrieri

Maximizing Your 401(k) Benefits

Your 401(k) is more than just another retirement account—it's a powerful wealth-building tool that can significantly impact your financial future. Understanding how to maximize its benefits can help strengthen your retirement strategy. "The biggest mistake I see people make with their 401(k)s is not taking full...

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