Business Owners
The landscape of a business owner’s life is vast.
From personal financial planning to group benefits, Mosaic Financial can assist with all of the common—and not-so-common—financial challenges you may face.
As business owners ourselves, we recognize your time is valuable and coordinated, competent advice is paramount to the success of your business. We start the process with our FIT Meeting – focused on learning about you, your goals, and what you want to happen. We’ll also discuss how we can support your financial efforts.
FIT MEETING
Who You Are
What You Want
How We Help
You deserve comprehensive financial solutions that work to meet the needs of you, your family, and your business.
Personal Services
Financial Planning
Income Generation
Retirement Planning
Investment Management
Tax-Efficient Investing
Tax Returns
Tax Savings Review
Life Insurance
Estate Planning
Business Services
Bookkeeping
Corporate Retirement Plans
Business Tax Returns
Payroll
Group Benefits
Business Succession Planning
Our approach considers both your business and personal affairs so that you receive high-quality advice in all aspects of your finances. We are proactive planners and seek to provide recommendations on an ongoing basis. You can expect that we’ll stay in touch with you throughout the year, and throughout the years. Your goal is to build a successful business that can last for generations. Our goal is to help ensure that happens.