Where all the pieces come together

Financial planning for younger generations

Received an inheritance—but not sure what to do with the money?
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Somewhere between 30 and 45 and ready to get your finances organized?
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Did a CPA tell you to open a SEP account or other type of investment account?
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Not sure if you have all the right documents and savings accounts in place for your kids?
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Curious about how your 401k is looking?
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Multiple retirement accounts from previous employers?
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Planning to retire from the military—but not sure what comes next?
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Mosaic can help.

At Mosaic Financial Solutions, we’re doing financial planning differently. Our guidance starts with a cup of coffee and a conversation. It continues with the education and action plan you need to create your own financial picture for the future.

Mosaic Financial Solutions
A mosaic consists of thousands of little stones. Some are blue, some are green, some are yellow, some are gold. When we bring our faces close to the mosaic, we can admire the beauty of each stone. But as we step back from it, we can see that all these little stones reveal to us a beautiful picture, telling a story none of these stones can tell by itself.

—Henri Nouwen

No minimum.
Actionable steps.
Peace of mind.

We’re here to answer them.