Services

We offer a wide range of financial services to help plan for your future and to help you achieve your financial goals.

our Services

Financial Planning Isn’t Just Investing

At Mosaic Asset Partners, we believe financial planning is much more than just managing investments. Our approach involves a comprehensive analysis of every aspect of your financial life, with the goal of creating a tailored plan that helps you achieve your unique financial aspirations. We take a holistic view of your financial situation, offering a wide range of complementary services designed to support and enhance your overall financial well-being.

A diverse team collaborating on digital marketing strategies at a desk, using laptops and tablets.

Christopher Wasson, CFP

President

Get In Touch
Insurance Products

Managing future risks with various insurance products such as life insurance, disability insurance.

Retirement Planning

Retirement planning to ensure financial stability once you have reached the end of your career.

Estate Planning

Estate planning to help allocate your assets properly in the event of your death to ensure your loved ones are taken care of.

Tax Planning

When your income changes, your taxes change with it. We help take the burden off of you in determine what actions result in the best tax advantages.

Investment Management

Investing is a small part of what we do, but we are still investors at heart using the latest research to build the best portfolio for you.

Education Planning

To help give your kids a head start in life we offer various account types for parents wanting to invest in their children’s future educational needs.

Small Businesses

We also help businesses plan for financial success

A bustling café with a modern industrial design, featuring a barista making coffee and patrons enjoying drinks.

As small business owners ourselves, we understand the mindset and motivations of entrepreneurs. We help maximize tax benefits through proper business titling and assist with valuations and Buy/Sell Agreements for partnerships. Some specific services we offer include:

retirement plans

Design and implement a 401K, SIMPLE IRA, Defined Benefit Plan, Profit Sharing Plan, and SEP Plans.

Insurance Products

Overhead insurance as well as a range of products for employees such as group life insurance, health insurance, disability insurance and long-term care insurance.

Commercial Real estate

We can help navigate leasing or owning business properties.

Succession Planning

Strategic guidance ensuring smooth leadership transitions, preserving busines value, and securing long-term financial stability.

most popular questions

Frequently Asked Questions

We come across a lot of different questions and concerns from our clients and hopefully the items below can help provide the answers!

We offer a full range of financial planning services, including retirement planning, investment management, tax strategies, estate planning, and risk management. Our goal is to create a comprehensive financial plan tailored to your unique needs and life goals.

Our fees are transparent and can vary based on the services you choose. We offer flat fees and asset-based pricing and will ensure that you understand the costs upfront with no hidden charges.

We have 2 Certified Financial Planner (CFP®) with extensive experience in financial planning and investment management. Additionally, we maintain continuous professional development to stay current with industry changes and provide you with the best guidance possible.

We take the time to understand your financial goals, personal situation, and risk tolerance, and then create a customized plan designed to meet those objectives. Each plan is dynamic and will evolve as your life circumstances and goals change over time.

We typically meet annually to review your financial plan, but we are always available for additional meetings whenever major life events or market conditions require adjustments. Ongoing communication ensures that your plan stays on track and adapts to any changes.

We provide regular updates and reports through secure online platforms and periodic meetings to ensure you’re always informed about the status of your financial plan. Our goal is to maintain transparent communication so you feel confident and engaged in your financial journey.

Our approach to risk management involves diversifying your portfolio across various asset classes while aligning with your risk tolerance. We utilize a disciplined, long-term investment strategy focused on minimizing risk while maximizing potential returns for your specific financial goals.

No but we work with many tax accountants & CPAs. We do, however, offer tax planning services designed to minimize your tax liabilities and optimize your financial strategies. By understanding current tax laws and strategies, we work to reduce taxes on investments, income, and estates, helping you keep more of your wealth.