We provide services for
Individuals, Families & Estates
We specialize in helping our clients with concepts such as:
Life Insurance Protection
To financially protect your loved ones in the event of your death.
Estate Planning Solutions
To help you get your estate assets in order for your specific situation.
Disability Insurance/
Income Protection
Protecting your income in the event of an accident where you couldn’t work.
Long Term Care Insurance
Insurance protection for you and your family in the event you need long-term care assistance.
Objective Life Insurance Policy reviews
We can objectively review your current life insurance policies for your best interest.
Medicare Supplements
We offer supplemental insurance to help cover some of the costs not covered by Medicare.
We provide Insurance for
Individuals, Families & Businesses
We work with individuals, families and business to find insurance solutions specific to your needs. We can tailor your policy to cover what you need and give you peace of mind.
Home Insurance
As one of your largest investments, protect your home with an insurance plan that is right for you.
Auto Insurance
Feel confident on the road with proper coverage with our comprehensive auto insurance.
Farm & Ranch
We can help cover your farm or ranch to protect your operation and give you peace of mind.
Business Insurance
We can tailor your business insurance to fit your needs and protect your assets.
We provide services for
Business Owners
We specialize in helping businesses create plans to help business owners protect their businesses, attract and retain employees and build solid retirements.
Buy/Sell Agreement Funding
Life Insurance & Disability Buyout Insurance
Informal Business Valuations
Key Employee Insurance
Business Overhead Insurance
Loan Collateral Life Insurance
We provide services for
Group Benefits
We specialize in helping our businesses implement group benefit programs such as:
Life Insurance
Offering life insurance benefits for your employees.
Disability Insurance: Short & Long Term
Offering income protection for your employees.
Critical Illness & Accident
Protecting your employees in the event of a critical illness or accident where they can’t work.
Long Term Care Insurance
Offering your employees long term care benefits.
Ready to get started?
If you are ready to take the next step in your financial planning future, contact Mosaic Planning Group today. We can help answer any questions you might have or set up a time to meet and start your journey to sound planning strategies.