You may already understand finances, so you're just looking for a trusted advisor to grow your wealth. Or you may be looking for a more personal, educational, and synergistic approach. Either way, Mosaic Financial Solutions can help you put all the pieces together.
For general information, life/health/disability insurance needs, business consulting, cash flow and credit management, or banking-related questions, please contact Edward Livesay:
937.609.2348
Edward@mosaic-fin.com
For specific questions regarding accounting, taxes, bookkeeping and software (i.e. QuickBooks), financial planning, retirement plans, or investments, please contact Alisa Livesay, CPA, CFP®:
937.609.9052
Alisa@mosaic-fin.com
Mosaic Financial Solutions, LLC
7317 Whitehall Dr.
Dayton, OH 45459
fax: 937.291.8227
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