Executives
As a busy executive, the painting of your life is done in broad strokes of meetings, key decisions, and forming long-term strategies.
Let Mosaic Financial pick up the brush and fill in the gaps to support your personal financial future.
The life of a successful executive is one where time is your most valuable asset. The more time you have, the more you can do to further your already successful career. But how can you enhance everything you’ve already achieved? Building your wealth and making your money work for you requires a delicate approach. 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 a wealth building strategy that mirrors your own ambition.
Personal Services
Financial Planning
Wealth Accumulation
Retirement Planning
Investment Management
Tax-Efficient Investing
Tax Returns
Tax Savings Review
Life Insurance
Estate Planning
Executive Compensation Analysis
Alternative Investment Strategies
Retirement Income Planning
Our approach considers all aspects of your compensation and wealth, including potential stock options or bonuses, so 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. You are responsible for driving change and achieving goals for your firm. We want to be your personal financial executive and do the same for your wealth.