Business Owners

As a business owner, your financial life is multifaceted, including not only your business assets and financial needs, but your personal assets as well. At Mosaic, we'll work with you to balance these worlds, providing a comprehensive level of service that allows you to focus on building your business rather than the details of your finances. From diversifying your wealth through effective management of your liquid assets, to comprehensive insurance, tax, and estate planning, to assisting with group benefits and cash-flow planning, we'll carefully explore your overall financial situation to help you make financial decisions that deliver the best results for your business and your personal life.

Our services for business owners include:

  • Tax planning & preparation
  • Comprehensive wealth management
  • Cash-flow analysis & management
  • Investment management
  • Personal and business asset protection
  • Retirement income & distribution
  • Entity structure analysis
  • Business succession planning
  • Executive benefit & retirement plans
  • Detailed business planning
  • Profit-sharing and 401(k) plans

 

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