Services

Offering Personal & Business Services.

Our approach considers both your business and personal affairs so that you receive high-quality advice in all aspects of your finances. We are proactive planners and seek to provide recommendations on an ongoing basis. You can expect that we’ll stay in touch with you throughout the year, and throughout the years. Your goal is to build a successful business that can last for generations. Our goal is to help ensure that happens.

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You deserve comprehensive financial solutions that work to meet the needs of you, your family, and your business.

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Personal Services

Financial Planning

Income Generation

Retirement Planning

Investment Management

Tax-Efficient Investing

Tax Returns

Tax Savings Review

Life Insurance

Estate Planning

Business Services

Bookkeeping

Corporate Retirement Plans

Business Tax Returns

Payroll

Group Benefits

Business Succession Planning

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Mosaic Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, AR, FL, IL, LA, MI, NY, NC, OH, OK, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Mosaic Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Mosaic Financial Advisers