Retirement Planning

Don’t wait till you are 65 to figure out if you have enough money to retire. 

Take Control of Your Retirement

When you think about living the rest of your years, taking the right steps can set you up for a comfortable future. Planning for retirement is not just about setting financial goals, but understanding how you want to live during your retirement. Do you want to travel? Do you want to leave money for your family?

At Mosaic Wealth Strategies Group, Ltd., we help you feel confident about your future. Our advisors consider your unique circumstance and goals and work with you for the most suitable plan before, during, and after retirement.

We Are Here To Guide You Through Every Step Of Your Retirement



It’s never too late to start saving for your retirement. Once we understand your retirement goals, our trusted advisors will work with you to save and invest your funds to achieve your retirement goals.



As you prepare to enter retirement, there are many things to consider, including when to start collecting Social Security. Our experienced advisors work with you to ensure you get the most out of retirement. 


For many, maintaining their current lifestyle is essential for retirement. By using smart withdrawal strategies, investing and some added preparation, you can maintain your lifestyle in retirement

Make Sure You Have Enough To Retire.

Take our retirement analyzer to get an idea of when your money will run out. Be sure to contact us to schedule a no-cost consulation. Together, we will assess where you are and where you want to be.  As we look for important opportunities for you to take advantage of, we will also identify critical issues and decisions that you may be faced with, as well as potentially dangerous “potholes” that arise during times of change and transition.


We thought we had enough to retire at 65, but after our consultation we learned there was so much more we could be doing. Thanks to Steve and the Mosaic team, we are now on track for a successful retirement

– Mark & Laura S.

We’d Love to Help You With Your Financial Plan

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