Individual Attention.
Uncommon Committment.


At Edward Kennedy Mason Financial, we never forget that your future depends on our performance. The qualities that helped you succeed are the qualities we demand of ourselves.

Hard work. Diligence. Devotion.

Please choose from the menu on the left or from the list of services below to find more information...

THE TORRINGTON REPORT
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  • How to design a well diversified portfolio based on your needs and dreams.
  • What are annuities and are they the right choice for you. Should you use them as a part of your Comprehensive Wealth Management Plan.
  • Protect your assets under Florida Law by keeping them from potential creditors and judgements.
  • How should you manage the every day risks in life and business.
  • Planning, preparing, and paying for Long-Term Care can be a daunting task - unless you take the necessary steps now.
  • Helping you understand and providing the path that best suits your retirement goals.
  • How can you protect your legacy with minimal tax and without costly probate.
  • What process should be followed when planning for your future, retirement, or your business.
  • Planning ahead, for your taxes is critical. Our goal is to proactively control your taxes keeping them as low as possible.
  • Protecting yourself and your loved ones requires the consideration of various legal issues and documents.
  • Most of us not only avoid talking about it, we manage to avoid thinking about it. We help make things easier for the loved ones you'll leave behind.
  • Discover the changes to Florida Medicaid rules new for 2008.
  • Is Life Insurance appropriate for you or your business, and which plan will meet your needs in the most cost effective manner.
  • Whether you're just starting out or growing your business how do you protect it?

HEADQUARTERS

1990 Main Street
Suite 750
Sarasota, FL 34236
Phone: (941) 907-0725
Fax: (941) 907-0726


SATELLITE OFFICE

3001 N Rocky Point Dr E
Suite 200
Tampa, FL 33607