ALLIANCES
We strive to be a "one-stop shop" because that's what many people need and prefer. However, we recognize there are important services outside of our expertise.
We partner with several other professionals to complete your financial picture:
- Attorneys – for wills, estate planning documents, business succession planning and buy-sell arrangements, etc.
- Property & Casualty Insurance – home, auto, and other valuables; business liability, etc.
- Banks and Credit Unions – when you're ready to establish a better relationship for day-to-day money-management needs
Or other business needs:
- Payroll & Worker's Compensation – it might make sense for you to outsource this task and focus more on your business.
- Marketing & Public Relations – we often advise businesses in growing revenue, but if we need outside help or more specialized expertise, we know who to call.
- Payment Processing – credit card and check processing solutions.
- Business Evaluation/Brokering – establishing a value based on market, income, and assets, and assisting you with buying and selling.
If we don't provide it, we have a professional relationship with someone who can. Mosaic Financial Solutions helps you put ALL the pieces together.