Mosaic Retirement Planning, LLC

"When my wife and I retired in 2018, we found our financial planner barely met our needs, and when they made mistakes that created a large tax liability, we decided to make a change. We had interviewed almost a dozen financial planners before transferring our portfolio to Brad at Mosaic, and we couldn't be happier with the service. Brad listens to our needs and, more importantly, is proactive in anticipating and guiding us in meeting our financial goals and minimizing our taxes. We have some unique financial needs, and Brad researchs and educates us to keep us on track. He's friendly, succinct and knowledgeable, and we'd highly recommend him."

"Like most Americans I socked away retirement funds in aggressive corporate 401K plans for many years before finally retiring. Thankfully, prior to retiring, I also invested time and effort to search for a Certified Financial Planner. From our first meeting Brad Hablutzel at Mosaic Retirement Planning has been very open, friendly, and knowledgeable about the financial markets and retirement planning. Compared to other institutions, Brad showed me diagrams and information on the type of plan that he would manage. Others were not very open to disclosing the "Plan". For the last few years Brad has continued to guide my financial decisions in a way that produced results that maintained and grew my portfolio. I have been very pleased with the results of his management of my IRA. Compare for yourself and you too will see that Mosaic is the best choice for your retirement planning."