Welcome to Mosaic Wealth Consulting
At Mosaic Wealth Consulting, we have been providing financial services to our community for more than four decades. We help bring clarity to your understanding of the financial world through our financial planning process. We work to prepare you for important decisions that can help grow, preserve, protect and transfer the assets you have worked a lifetime to accumulate.
Most importantly, there is a culture of independence here. One that is focused on the individual. We understand that you and your financial needs are unique. In addition to the most comprehensive financial planning services available, we provide objective, independent assessments and offer advice that is appropriate for you.
At Mosaic Wealth Consulting, we employ a fully integrated financial planning framework that provides a holistic view of your financial condition and financial planning issues. This approach leads to decisions that are tailored for your financial situation — your estate, investments, retirement and business, if applicable — is analyzed and evaluated. We then develop an objective, comprehensive financial plan specifically tailored to help towards meeting your financial needs and requirements.
About Us
At Mosaic Wealth Consulting, we have been providing financial services to our community for more than two decades.
What We Do
Retirement planning involves identifying your wants and needs, developing a plan towards achieving them, acting on your plan, and continually reviewing and revising your plan, as you approach retirement.
Wealth Management
Our wealth management services are designed to address your unique financial needs. In addition to our comprehensive financial planning process, we offer a broadly diversified portfolio of quality investment and insurance products to help assure you that every aspect of your wealth picture is understood and considered as part of your overall financial plan.
Financial Planning Process
We rely on a disciplined three-step process. In step 1, we conduct a holistic review of your current estate, investment and business owner situation (if applicable) and analyze the components of your finances.
Event Calendar
Estate Planning Seminar
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Our Services
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Quotables
The only use of an obstacle is to be overcome. All that an obstacle does with brave men is, not to frighten them, but to challenge them.
Woodrow Wilson
Give me six hours to chop down a tree and I will spend the first four sharpening the axe.
Abraham Lincoln
There are risks and costs to action. But they are far less than the long range risks of comfortable inaction.
John F. Kennedy
Nothing can stop the man with the right mental attitude from achieving his goal; nothing on earth can help the man with the wrong mental attitude.
Thomas Jefferson
What lies behind you and what lies in front of you, pales in comparison to what lies inside of you.
Ralph Waldo Emerson
Disclosures
Securities: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming
Insurance: Alabama, Alaska, Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Vermont, Virginia, West Virginia, and Wyoming
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
