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"Preserving Your Wealth, While Preparing For The Future"

Mosaic Wealth Strategies Group, Ltd., offers comprehensive financial planning for all your needs. We can help you to protect your income, your retirement, your estate and ultimately, your legacy. With each client, we strive to create a one-on-one relationship built on open communication and compassion. Our singular goal? To help you make the pieces of your life whole!
 

Testimonials

  • Initially, the cost of sending three kids to college appeared overwhelming. I am now confident that we can do it!
    — Jack & Lauri L.
  • What’s the catch?” There was no “catch”, just a detailed total plan.
    — Bob and Gina A.
  • Simply put, they took the worry out of the process and saved us time and money we wouldn’t have otherwise known to be possible.
    — Jim & Katherine O.
  • Hi, Maureen! Just last week, a friend was asking who the person was who'd helped me so much with Medicare matters. I could remember only your first name, sad to say. But here you are!!! I've forwarded your message on to my friend, Sandy. She'll be thrilled! 'm thrilled for her to have the benefit of your knowledge,trustworthiness and kindness!! What happy memories I have of your help. Last January, my husband and I moved to Savannah, GA, so I had to switch insurance companies. The one I had didn't serve GA, so I'm with United Health. That's been fine, so far. Warm wishes from the Southland to y'all!!
    — Jerry Lynn
  • I just wanted to thank you for your wonderful presentation today. The attendees were very impressed & were talking about how much they enjoyed it after you left. I hope there will be enough interest that I can bring you back next year. Many of the seniors said you taught them more than they ever knew, & they thought they understood it. All positive feedback. Thanks again,
    — Beverly, Bolton NY