Financial Planning

We develop comprehensive strategies to ensure a comfortable retirement.

Do I have enough insurance? When can I feasibly retire? How much can I spend in retirement? Will I be able to leave wealth behind for my children?

MOSAIC can help you answer each of these questions. We’ll design a roadmap to retirement using a savings plan and investment allocation specific to your circumstances. Our strategy integrates all your investment vehicles: employer plans, individual retirement accounts, life insurance policies, annuities, and individual investments. We strive for tax efficiency in the location and withdrawal timing of each investment.

We evaluate clients’ risks and advise on appropriate amounts and types of insurance coverage. We occasionally refer clients to insurance brokers whom we believe have our clients’ best interest at heart. MOSAIC does not sell insurance.