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Our financial advice team


James Austin Mason

Financial Advisor

GuidingPoint Financial Group
1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Consulting on potential benefits and risks of IRA rollovers
  • Retirement Plan Distribution
  • Family Finances
  • Estate Planning Strategies
  • Christian Financial Strategies
  • Saving for Education
  • Insurance
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Investments
  • Retirement Planning Strategies
  • Financial planning for small business
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Small Business

Education

  • Bethel University, bachelor's in business administration 2022