The mosaic represents our team members having different ideas, beliefs, backgrounds and those differences makes our team even stronger. But working together for our clients in everything we do.
The mosaic also represents our client mix. We work with real estate professionals, doctors, professors, business owners, dentists – this diversity makes us stronger as a firm. We have experience with working with clients from all backgrounds and work experience, so we have learned much about these professions and gives us the ability to leverage that for the betterment of our clients.
The mosaic also speaks to financial planning and the complexity of things such as investments, estate planning, retirement, risk management. Our job as your advisor is to make the complex, simple. We believe in constantly educating and with our firm, there is no “bad” question. We feel that informed clients make the best clients and advocates for our firm.
Discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Mosaic Financial is committed to giving back to our communities. One of our main philanthropic causes is pediatric brain cancer. This is personal for the founder, Adam, because his son was diagnosed with brain cancer in September 2018. As a firm, we help sponsor many different fundraisers for pediatric brain cancer research, including the annual Dinner Under The Stars event that Adam helped start in 2021. As a firm we also volunteer at various organizations, such as Bonton Farms. Lastly, every year we help raise funds to provide sleeping bags to homeless neighbors around the Holidays.