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  Mosaic Fi
  • Home
  • How We Help
    • Investment Management
    • Financial Planning
    • Divorce Planning
    • Retirement Planning
    • Elder care planning
    • FAQ's
  • Our Team
  • My Mosaic
  • Resources
    • Newsletters
    • Reference Guides
    • Insights
    • Events
  • Jenifer's Blog
  • Contact

Financial Planning

​Our financial planning process is fluid and adapts as your life changes.  It begins with an in depth review of where you are in life, your current and long term objectives, and a thorough analysis of your finances.  We discuss the variables, what can change and what might not change.  Most importantly, what it means to you and your family.  The areas we consider include
  • Liquidity
  • Cash Flow
  • Income Needs
  • Expenses
  • ​Debt
  • Real Estate
  • Insurance
  • Elder Care
  • Tax Planning
  • Charitable Giving
  • ​Divorce Settlements
  • Investments
  • Asset Allocation
  • Risk Appetite
  • Growth Expectations
  • Inflation Protection
  • Retirement Planning
  • College Planning, 529 Plans
  • Deferred Compensation
  • Stock Options
  • Estate Planning
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Mosaic Fi, LLC
250 Parkway Drive, Suite 150
Lincolnshire, Illinois 60069

(773) 425-6790
  • Home
  • How We Help
    • Investment Management
    • Financial Planning
    • Divorce Planning
    • Retirement Planning
    • Elder care planning
    • FAQ's
  • Our Team
  • My Mosaic
  • Resources
    • Newsletters
    • Reference Guides
    • Insights
    • Events
  • Jenifer's Blog
  • Contact