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.
The products and services we can guide you through include, but are not limited to:
• Mutual funds
• Exchange traded funds
• Alternative investments
• College funding
• Individual securities and bonds
• Laddered bonds and portfolios
• Managed money portfolios
• Life insurance
• Fixed and variable annuities
• Income and buffer annuities
• Equity index annuities
• Disability income insur ance
• Long-term care insurance
• Employee benefit programs
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.
We utilize a wealth management platform offering sophisticated modeling tools and implementation capabilities.
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.