The Mosaic Financial Group

Investment Advisory Service, Financial Planners, Financial Planning Consultants

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(312) 255-5490Call Visit WebsiteVisit Website Map & DirectionsDirections330 N Wabash Ave Ste 2600Chicago, IL 60611 Write a ReviewWrite Review

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Phone: (312) 255-5493

Phone: (312) 245-1023

Phone: (312) 670-4434

Location

330 North Wabash

Neighborhoods

Central Chicago, Near North Side, Magnificent Mile

AKA

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The Mosaic Financial Group LLC

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FinancialForce

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Mosaic Financial Group LLC The

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https://www.financialforce.com/locations

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Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Management, Retirement Planning Services

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Phone: (312) 255-5490

Address: 330 N Wabash Ave Ste 2600, Chicago, IL 60611

Website: https://www.financialforce.com/locations

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The Mosaic Financial Group

Tax Planning
All of our wealth management advice is rooted in effective tax planning. We work with every one of our clients - individuals, closely held businesses, S-corporations, limited liability companies, and all types of partnerships and trusts - to develop a strategic approach to minimize tax liability.
Charitable Giving
Charitable Gifting includes evaluating alternative philanthropic planning structures, providing education regarding the illustration and implementation of charitable trusts, clarifying philanthropic values and your family's mission to protect your legacy.
Estate Taxes
Tax Services
Roth IRA
IRAs are more important than ever in creating a strategic financial plan because that is where Americans save for retirement. After retiring, assets in 401(k) accounts can be managed by you in IRAs. For income tax purposes, they are treated the same as 401(k), 403(b) and other federally-qualified retirement accounts. They grow tax-free only until you withdraw money and withdrawals are taxed at your ordinary income tax rate. However, Roth IRAs are totally tax-free. Even withdrawals are tax-free. Converting a 401(k) to an IRA, converting a traditional IRA to a Roth IRA, and planning how your IRA accounts will be distributed to loved ones or charity upon your demise requires understanding the federal laws on qualified retirement accounts and knowledge of financial economics. The tax advantage of Roth IRAs must be calculated based on your current income, life expectancy, and other factors, and individuals must weight the cost of paying taxes on withdrawal from a traditional IRA or 401(k) to place assets in a Roth IRA and get tax-free income for life as well as estate tax benefits to heirs.
Income Tax

Investment Management
For families, we provide coordinated financial and investment planning among different family members and multiple generations to help maximize asset retention. By utilizing trusts, charitable foundations, and family investment companies, we can help develop your long-term wealth strategies to plan and protect wealth for current and future generations.
Wealth Management
Since 2000, The Mosaic Financial Group has been providing wealth management to successful people and their families. Based in Chicago, we also serve many clients throughout the country. Our advisory team - highly experienced professionals with a variety of professional designations, including Certified Public Accountants (CPAs), Certified Financial Planners® (CFPs®) and investment specialists - currently oversees more than $1.1 billion in client assets. The majority of our clients rely on us to manage all aspects of their finances so they may enjoy the benefits and convenience of having all their wealth management services under one roof.

Accounting Services
Cash Flow Analysis
Bookkeeping Services

Financial Planning
Comprehensive planning includes strategies to preserve and grow your assets, as well as create an estate plan that ensures your loved ones are provided for after your death and that your assets are transferred in the most tax-efficient manner. Our team at Mosaic specializes in helping individuals and families address this sensitive and often emotional aspect of financial planning. Guiding you through the maze of issues and action items, we'll work with you to develop an effective plan using the most appropriate combination of wealth transfer techniques.
Retirement Planning
Retirement Planning includes helping you make appropriate choices to reach your income goals for the duration of your retirement years using our knowledge of budgeting, taxation, and asset allocation, as well as available financial tools.
Long Term Care
Risk Management/Insurance Planning includes an objective needs analysis and product recommendation and selection for disability income protection, health, life, long-term care, and property and casualty insurance needs. As a fee-only firm, The Mosaic Financial Group does not sell insurance products.
Asset Management
We serve as each client's personal business advisor. Our role is to help make better financial decisions - from taxes, to retirement planning, to asset allocation and investment management.
Asset Protection

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