Business Services Business Transfer Business Succession Wealth Accumulation Estate Planning Wealth Preservation Estate Liquidity Charitable Transfer Planning Retirement Planning 401(k) Plan Investment and Administration Asset Allocation Non-Qualified Retirement Planning Investments Stocks, Bonds, and Mutual Funds Real Estate and Natural Gas Limited Partnerships Insurance Life Insurance Analysis and Design Long-Term Care Disability Protection
FEND, through Mason A. Dinehart III, RFC, provides objective expert witness opinions on the standard of care in the securities industry, based upon discovery, due diligence, technical knowledge and the four decades of securities experience he brings to the case. From a long-standing banking background in corporate finance, to underwriting and investment banking & real estate experience, he adds a strong knowledge of modern portfolio theory through the teaching of hundreds of retirement financial planning seminars at the corporate level.
FREE weekly educational financial literacy workshops. Our mission is to educate families about how money works and move them from financial instability to financial security. Each Tuesday evening we have presentations by a financial professional to learn how to make money work for us. Each presentation is followed by pizza and open discussion. We are passionate about what we do. Want to learn more?
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