CREATE A PERSONALIZED, GOAL-BASED PLAN WITH A QUALIFIED FINANCIAL ADVISOR IN SCOTTSDALE, AZ
At Mosaic Wealth Solutions in Scottsdale, AZ, you can partner with a qualified and experienced financial advisor to assess your unique goals and guide you to a personalized strategy. We assist clients with a variety of financial needs including retirement planning, college planning, annuities, insurance, and estate planning. When you partner with a financial advisor at Mosaic Wealth Solutions, you’ll receive not only a customized plan, but also ongoing support to help ensure you stay on track and update your plan as your needs, goals, and circumstances change over time. Whether you are looking to preserve your nest egg and create guaranteed income for retirement or strategize a way to fund your child’s college education, our financial planners will help you explore your options and stay on the path to pursue your goals.
Contact us today to schedule your free virtual consultation. We’ll assess your current financial plan as well as your goals and help you put the pieces together to help get where you want to be.
MOSAIC WEALTH SOLUTIONS
COLLEGE PLANNING
If one of your financial goals is to fund your child’s college education, it’s best you start planning sooner rather than later.
FINANCIAL PLANNING
Do you have a financial goal such as buying home, retiring comfortably, funding your child’s college education?
INSURANCE
Life insurance is an important consideration for a person of any age who provides for their loved ones financially.
RETIREMENT PLANNING
Are you confident that you will be able to retire comfortably and live the lifestyle you want?
VERY FEW PEOPLE CAN COUNT ON A PENSION PLAN FOR RETIREMENT INCOME; WHAT’S YOUR SOLUTION?
Are you confident in your ability to fund your retirement and live the lifestyle you desire? For many retirees, the fear of running out of money is a big concern. With pension plans becoming more and more rare, most retirees are looking for other ways to create reliable income sources. Our financial advisors help people develop accumulation and distribution strategies that align with their personal goals. We can help you assess your current retirement plan, explore your options, and develop a personalized strategy to accumulate more savings and take distributions in the most efficient and effective way for you.
WORK WITH A FINANCIAL PLANNER TO FIND AN APPROPRIATE STRATEGY TO FUND YOUR CHILD’S EDUCATION
Your child’s future education may be one of the biggest investments you make for them. The cost of a college education continues to climb and unfortunately, many families fail to start planning and saving for their child’s education until time is running out. We assist families with proactive saving and investing strategies to help them pursue their college planning goals in time. We may recommend the use of a tax-advantaged 529 college savings plan, Roth IRA, prepaid tuition plan, or another college saving strategy.