Wealth Management Services

MAKE YOUR MONEY WORK

FOR YOU

Effective wealth management calls for a comprehensive and diverse list of solutions.

We are always looking at the bigger picture here at Mosaic. As part of our process, we will analyze your current portfolio and review investment characteristics such as asset allocation, risk, performance, and tax reduction strategies.

LOOKING OUT FOR YOUR BEST INTERESTS

The products and services we can guide you through include, but are not limited to:

Investments

• Mutual funds

• Exchange traded funds

• Alternative investments

• College funding

• Individual securities and bonds

• Laddered bonds and portfolios

• Managed money portfolios

Insurance & Annuities

• Life insurance

• Fixed and variable annuities

• Income and buffer annuities

• Equity index annuities

• Disability income insur ance

• Long-term care insurance

• Employee benefit programs

FIND OUT WHERE THERE IS ROOM TO GROW, AND ROOM TO SAVE

MAXIMIZE YOUR FINANCIAL GAINS POTENTIAL WHILE MINIMIZING YOUR TAX BURDEN.

Since the founding of our firm, we have adhered to three core principles that we believe help create a foundation for investing and tax reduction strategies.

Asset allocation provides the foundation to manage portfolio risk and return
No single money management firm can be all things to all people
Our most important role is to be your objective advocate

We utilize a wealth management platform offering sophisticated modeling tools and implementation capabilities.

THE FIVE-STEP PROCESS

Driven by the power of advanced technology, we follow a 5-step process to help maximize your portfolio's potential while minimizing risk:

^{*Available through Lincoln Financial Advisors asset management programs.}

^{**Asset allocation does not ensure a profit or protect against a loss.}

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