Philip Mason

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Member for 3 months
Professional Expertise
Industry Specialization
Member Description

My professional mission and passion is helping business owners protect their family, business & ownership interests through integrated planning that reduces risk, builds wealth, and improves tax efficiency. The 3DI team has extensive experience serving the complex needs of automotive dealership owners and their families. We ask the tough questions that often go unasked and ensure advanced planning strategies get executed according to client priorities and objectives. Customized plans are designed, built and maintained on an ongoing basis to keep pace with changes in the family, business and ownership domains of life.