Audigy Group Members


Welcome Audigy Group Members!


Mosaic Financial Group is honored to be the financial services provider for Audigy Group LLC.  We have been working with business owners for the past 27 years.  The combined experience between our three adivsors spans 49 years.  We work in a variety of capacities for clients to suit their needs.  The financial professionals at Mosaic Financial Group offers the followings services; financial planning (through LPL Financial), wealth management, risk management, education planning, business planning, and estate planning.

Audigy Group LLC and Mosaic Financial Group share a common vision, to help clients acheive their personal, professional, and financial goals.  Through this shared vision, we are able to offer our services at a discounted rate to Audigy members/owners.  


Our Approach

Are Your Plans Keeping up with Your Goals?

As your financial advocate, we take the time to understand what you want out of life and how you feel about wealth.  We will help guide you along your financial journey.  By talking with you about your life and your goals we can anticipate any changes that need to occur in your financial strategy.

We organize all of your personal and family financial information in one place.  Our 49 years of experience are coupled with a comprehensive approach and sophisticated technology.  We consolidate your information and present it in a way that is easy to understand and available any time, day or night.


Our Process


We start and end with your goals.  Once we know what you want out of life- for yourself and your family- we evaluate where you are relative to your goals.  We can then recommend strategies designed to get you where you want to be.  But we don’t stop there.  We help you implement the recommendations.  And, we watch over your plan so that you can live your life.  We continually monitor your financial situation to ensure that you remain on track towards your goals.  Your goals remain the centerpiece of our recommendations and strategies.



Deeper Insights

Traditional wealth management firms typically report static information- showing a snapshot of a moment in time.  We update account values nightly so that our analysis reflects current market conditions.  In addition, many net worth calculations simply subtract Liabilities from Assets.  We go a step further.  We include a Protection and Cash Flow analysis in the same view.  This facilitates more meaningful insights and allows us to “stress test” our recommendations and strategies.

Monitoring Your Progress

Our global, up-to-date view of your financial world is designed to improve overall performance, minimize the impact of debt and taxes and enhance your lifestyle.  With your goals as a centerpiece of the process, the ample reports we provide will have true meaning and life.  We will monitor your progress towards your goals, giving you the kind of dedication you deserve.

Without Lifting a Finger

We anticipate, warn and remind you of the financial factors that may impact your ability to achieve your goals.  This relieves you of a tremendous organizational burden allowing you to focus your energies on what matters most in your life.


Invaluable Services

We help make your life easier, both on a daily basis and particularly at a time of crisis.  All of your financial information is secure and protected.  Unlike online banking, online shopping or bill pay where money can be moved, our system is non-transactionable.

The Vault

The Vault is an online secure storage facility that stores and protects valuable personal documents such as wills, trusts, insurance documents and passports in an electronic format.  Clients have found the online Vault to be tremendously useful in times of crisis or natural disaster when hard copies of valuable documents or memorabilia are no longer available. 



Planning Packages for Audigy Members/Owner

Planning Tier #1 Planning Tier #2 Planning Tier #3
  • Retirement Planning
  • All the Services of Tier #1 PLUS:
  • All the Services of Tiers #1 and
  • #2, PLUS:
  • Risk Management/Insurances
  • Business Succession Planning
  • Estate Planning
  • Education Planning for Children & Grandchildren
  • Owner & Employee Retirement & Insurance Benefit Evaluation and Setup
  • Trusts*, Family Limited Partnerships, LLCs and LLPs
  • Investment Planning and Analysis
  • Executive Compensation Planning
  • Family Special Needs Planning
  • Financial Goal (Major Purchase, ect.) Evaluation and Planning

$750 Initial Fee

and $250 Annually

$3,500 Initial Fee 

and $250 Annually

$7,500 Initial Fee

and $250 Annually


         Preferred Pricing can be Individually Customized

 Please contact us for more information and a no obligation,

no cost conversation.

(360) 816-5910 or toll free (877) 260-5800


Securities and Advisory Services offered through LPL Financial.

A Registered Investment Advisor and Member FINRA/ SIPC.

 Mosaic Financial Group/ LPL Financial and Audigy Group, LLC are unaffiliated entities.

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.