Financial & Investment Services
Helping you achieve financial security and peace of mind through financial planning so you can spend life living.
We are the trusted advisor team to retirees and their families, those with family legacy needs, closely held business owners, physicians and dentists, and those who aspire to retirement.
We enjoy helping those we serve to put all the pieces of their financial planning together so that they can have clarity and peace of mind regarding their total financial picture. Serving clients out of our Downtown Milwaukee and North Shore offices, our Mosaic Financial Group team of experts takes pride in building personal, trusting, high service relationships that last over multiple generations.
Learn more about how we can partner with you to build a fee-based financial plan, provide guidance to physicians and dentists, assist with your retirement planning needs, or help you and your family create the financial blueprint tailored to your unique goals.