Skip to content

Our Specialized Services

We provide solutions 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 to ensure your assets are efficiently transitioned per your goals and wishes.

Disability Insurance/
Income Protection

Protecting your income in the event of an accident that may leave you unable to work.

Long Term Care Insurance

Insurance protection for you and your family in the event you need home health, assisted living or nursing home care services.

Objective Life Insurance Policy reviews

We can objectively review your current life insurance policies to ensure your needs are met.

ongoing annual reviews

We will review your plans with you each year to ensure your plans continue to meet your everchanging needs.

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 tools
Informal Business Valuations
Key Employee Insurance
Business Overhead expense Insurance
Loan Collateral Life Insurance​
Executive planning strategies

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.