Frequently Asked Questions

Yes. Your needs come first - ahead of anything else. We have an ethical and legal obligation to do what's best for you. 

We utilize a flat-fee for planning model that can be found under the services page where we share our exact flat-fee structure. No surprises, the way it should be.  

Yes, we specialize in working with young professionals as it's our biggest passion, showing them the power of time and compound interest in building wealth. However, we also welcome clients from diverse backgrounds and stages of life.

LPL Financial is the broker-dealer with whom I am affiliated and where I house my licenses. It is a prominent financial services firm providing investment advice, brokerage services, and wealth management solutions to individuals, businesses, and institutions. Through LPL Financial, I have access to a diverse range of investment products and services, enabling me to tailor solutions that align with my clients' unique financial goals and objectives.

Synergy is a collaborative network of advisors, founded by my mentor Michael Hosford, who initially trained me in this business. Based out of Bastrop, TX, we share a common investment philosophy and operate as a cohesive team with distinct roles and diverse experiences. Together, we leverage our collective expertise to provide comprehensive financial solutions tailored to our clients' needs.

Money with Mason is Mason Marozas's personal brand, supported by both the financial institutions mentioned above. It represents my approach to financial education, empowerment, and personalized guidance tailored to your financial journey.

No, we don't have an investment minimum. Our flat-fee model ensures that regardless of your net worth or the amount you're investing, you'll have full access to comprehensive financial guidance, investment management, and ongoing support!

Yes! We've embraced the efficiencies of virtual work, especially in the wake of COVID-19. However, we're also happy to meet face-to-face anytime, offering the flexibility to accommodate your preferences.

We're happy to provide you with a term insurance quote or any other insurance quotes you need without requiring you to pay the flat fee or go through the entire financial planning process. However, we do encourage going through financial planning when appropriate, as it offers numerous benefits for your overall financial picture.

Our professional relationship going forward involves meeting at least annually to review your financial situation and goals. Additionally, we're available to answer any questions you may have via email throughout the year, including during other big life changes.

We operate by a 24-hour rule, meaning we'll do everything in our power to respond to you within that timeframe during regular business hours.

Financial planning is the process of comprehensively analyzing your current financial situation, identifying your goals, and creating a roadmap to achieve them. It encompasses various aspects of your financial life, including insurance, cash flow management, investing, and saving for long-term objectives, all while balancing your current lifestyle desires.

Navigating these financial decisions alone can be daunting, as some major life choices have a large impact on your financial future. However, with financial planning, you gain clarity and confidence in those  decisions.

Imagine having all uncertainties identified, explained, and planned into actionable steps. Picture having a knowledgeable and objective guide to navigate the financial landscape alongside you, ensuring you choose the best path at every crossroad.

That's the power of financial planning. It provides you with a tailored roadmap and professional advice to help you achieve your goals with confidence. With a solid financial plan in place, you'll have the clarity and assurance to create the life you desire using the resources you have every step of the way.