We work with our clients to connect all aspects of their financial lives.

 

When entrusted with assets, most advisors place their clients in a predetermined mix of “recommended funds,” with little (or no) regard for other investments that are held outside their firm, such as retirement plans, college savings plans, life insurance policies, and annuities.

In contrast, MOSAIC’s investment recommendations are made with your total financial picture firmly in mind. In addition to advising clients on assets under our management, we also make recommendations on assets you hold outside of our firm. Our advice is always offered in the context of your liquidity needs and risk tolerance, with an eye on minimizing income tax.

Beyond managing assets for your own benefit, MOSAIC is also happy to help you with Sec. 529 plans, trusts, and other accounts for the benefit of your children and grandchildren.