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Services
Mosaic Financial Partners offers you two primary services: Financial Planning and Investment Management. These go hand in hand. In partnership with you, we will develop a sound and carefully structured financial plan designed to help you move from where you are today to where you want to be. Asset preservation and growth, along with sound planning, are primary objectives for most of our clients.
Our expert investment management services are available to all of our individual and business clients, as well as to trust fiduciaries, endowments and foundations seeking third-party professionals to help meet their investment goals.
Below you will find more information about our two core services, how we are compensated and how to start working with Mosaic Financial Partners.
Financial Planning
Financial planning is the foundation for sound decisions throughout your lifetime. At Mosaic Financial Partners, we are committed to learning about you and where you want to go in life. We work with you to set goals and develop individualized strategies to achieve them. We can help you with all of your planning needs, including:
- Estate planning
- Retirement planning
- Investment strategies and organization
- Stock options and concentrated stock holdings
- Tax planning
- Insurance and risk management
- Education funding
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- Business continuation and succession
- Design and management of business retirement plans
- Business and compensation planning
- Insurance and risk management
- Debt planning and cash flow management
- Employee benefit programs
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To learn more about Financial Planning, click here
Investment Management
Investment management should be an outgrowth of your financial plan. We employ a disciplined approach for the highest probability of helping you realize your goals. We monitor your portfolio and adjust your investments when needed to ensure consistency with your personal Investment Policy Statement. In designing your portfolio, we will employ one or more of these investments:
- Mutual funds – both actively and passively managed
- Individual securities — both stocks and bonds
- Index funds and similar instruments
- Separate account money managers
To read more about Investment Management, click here.
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