Skip to content

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.

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​

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.