When creating a mosaic, the artist begins by gathering and collecting pieces of clay, glass, porcelain or photography that, individually, represent nothing. But the experienced eye of a mosaic artist can already see a beautiful picture that the average eye would have difficulty discerning.
At Mosaic Financial Group, we look at each client's financial portfolio in much the same way. We work with our clients to help them form a comprehensive vision of how they want their money to work for them. Then we begin selecting the pieces- the most appropriate financial tools and strategies among the many available to us- that will enable us to bring the vision to life.
Newsletters
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
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Why Buy Life Insurance During Unsettled Economic Times?
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
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On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Lease Payment
How much would your monthly lease payment be?