Find the Certified Financial Planner™
Who's right for you.

J. Randall Mascagni, CFP®

Mascagni Wealth Management

205 E Main St
Clinton, MS 39056
Phone: (601) 925-8099 x105
Fax: (601) 925-8066

Household Income Minimum: $0
Investable Asset Minimum: $300,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Retirement
  • Sudden Wealth

 

How Planner Charges

Considerations: Fee quoted for development of Financial Plan. Also clients may choose fee-only method is they so desire at a charge of 1% to 1.5% of Assets under Advisement depending on size of portfolio/s.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.