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Mason Mahaffey

Advisor Image
Mason Mahaffey
Financial Advisor
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Higher Education Planning
Armed Forces & Veterans
Tax Efficient Planning
Young Families
Retirement Planning
Business Owners
Are you looking for the right financial path forward?
Are you looking for the right financial path forward?

As a financial advisor with Thrivent, I’m passionate about helping individuals and families make informed decisions with greater clarity and confidence. Whether you’re a young family preparing for the future, a Veteran navigating your next chapter, or someone approaching retirement, my goal is to understand what matters most to you and help you develop a financial strategy aligned with your goals and values.


Depending on your needs and goals, areas we may explore together include:

  • Gaining clarity around your cash flow and building a sustainable budget

  • Helping protect your family against the financial impact of disability, long-term care needs, or loss of life

  • Managing investments with your goals in mind while providing personalized financial planning services

  • Designing tax-efficient strategies to help grow and preserve wealth

  • Living generously and making an impact on the communities and causes you care about

  • Creating a reliable retirement income strategy, along with thoughtful legacy, wealth, and charitable giving plans

How I Can Support You
How I Can Support You

I believe financial planning is about more than money. It’s about protecting your family, preparing for your life’s journey, creating opportunities for the next generation, and having the freedom to enjoy the life you’ve worked hard to build.


My approach focuses on building meaningful relationships, simplifying complex financial decisions, and helping clients prepare for life’s important milestones. From life insurance and income protection to retirement planning, investing, and tax-efficient strategies, I want to help you feel more confident about where you are today and where you’re headed tomorrow.

More About Me
More About Me

I am a husband to an amazing, selfless wife and proud father. My motivation is rooted in my desire to provide for them while giving back to my community. As a Christian, I believe that serving others is my calling, and I take great pride in seeing my efforts come to fruition as I help hardworking individuals and families work toward financial clarity and security. I understand how important it is to protect the people you love, prepare for the unexpected, and work toward a financial future that supports your family’s goals and priorities.


My faith and family are at the center of my life, and they shape the way I serve others. I understand that every family has a unique story, different priorities, and dreams worth pursuing. I strive to bring a personal, approachable, and service-minded perspective to every relationship, because I believe financial guidance should be built on trust, understanding, and a genuine commitment to helping people.

Are you ready for the next step?

No Matter what stage of life you’re in, you deserve a financial plan that reflects what matters most to you. I look forward to getting to know your story, understanding your goals, and helping you take the next steps with confidence. Simply click the “Book an Appointment” button for our first conversation. Or, feel free to give me a call at 586-304-4714.

My qualifications
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Michigan
  • Ohio
Office location
New Baltimore Location
55921 Gratiot Avenue
New Baltimore, MI 48051
Phone586-304-4714Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations