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
-
Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
-
Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
-
ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.