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Our Specialized Services

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.