Worried that your financial strategy is Missing Something?
We’re here to help you feel confident in your financial future.
Have you put your retirement plan to the test? We take the guessing game out of your retirement. The Mosaic Plan is designed to help you achieve confidence during your retirement years by focusing on five key areas of your current financial life.
Legacy Planning
- Maximize estate income tax plan
- Ensure proper distribution of assets
- Decrease asset tax liability when transferred to beneficiaries
- Social Security maximization
- Income and expense analysis
- Longevity protection
- Assessing risk tolerance
- Portfolio adjustments
- Volatility control
- Assess the tax status of current holdings
- Traditional IRA vs. Roth IRA
- Holdings withdrawal strategy
- Create a health care budget for retirement
- Analyze options for a long-term care plan
3 Things We Help Address
Fees
Taxes
Risk
5 Key Areas of Planning
Income Planning
- Social Security maximization
- Income and expense analysis
- Longevity protection
Investment Planning
- Assessing risk tolerance
- Portfolio adjustments
- Volatility control
Tax Planning
- Assess the tax status of current holdings
- Traditional IRA vs. Roth IRA
- Holdings withdrawal strategy
Health Care Planning
- Create a health care budget for retirement
- Analyze options for a long-term care plan
Legacy Planning
- Maximize estate income tax plan
- Ensure proper distribution of assets
- Decrease asset tax liability when transferred to beneficiaries
Ready to take The Next Step?
For more information about any of our products and services, schedule a meeting today!
