Our Services
Estate Planning
Whether you are passing on your business to your family, or leaving cash gifts for loved ones, Estate Planning allows you to distribute your assets according to your wishes. Protect your family against the unexpected.
risk management
We specialize in individual risk management by protecting clients through general insurance policies, including home, auto and life insurance. We also offer commercial insurance products for small business owners that can be grouped with their personal coverage. This way, you can sleep well regardless of what life throws your way.
investment planning
At Mosaic Financial, we recognize that everybody has different needs, so we work diligently with you in order to understand your goals and offer you the appropriate products.
health plan
There is no "one size fits all" when it comes to health plans. We offer comprehensive health and dental plans that are tailored to all of our unique clients.
retirement planning
In the hustle and bustle of everyday life, retirement can creep up on you. Sit down with one of our Financial Advisors today and together we can build a budget and retirement plan that will fulfill your long-term needs.
Living Benefits
Hindsight is 20/20 but the future is uncertain. Why risk the uncertainty? We offer Disability, Critical, Travel and Long Term Care. Get the right coverage today so you can enjoy all that life has to offer.