Your retirement plan should look like a work of art
If it doesn’t, maybe you should consider Mosaic.

We Get To Know You
As every piece of artwork is unique, so is every client. At Mosaic Retirement Planning, we take the time to get to know what makes each client special and understand their vision for retirement. Do you want to enjoy sunsets from the beach? Family trips with the grandkids? Upgrade to or add a new home on a lake? Buy an RV to travel North America? Whatever you desire for tomorrow becomes more readily obtainable by putting a plan in place today.
We Empower You
We want to inform and empower you to make wise decisions about your future. Your retirement should look like a creative masterpiece that leaves no stone unturned, leaves no risk unaddressed, or any opportunity uncaptured. Your “mosaic” of a plan should holistically address:
Income Sourcing
Investments
Social Security and Defined Benefit Pensions
Tax Minimization Strategies
Real Estate Equity
Debt
Legacy Planning
Gifting
Brad Hablutzel
President & Certified Financial Planner ™
We Are Your Advocate
"You treat a disease, you win, you lose. You treat a person, I guarantee you, you'll win, no matter what the outcome"
~ Patch Adams
We empower clients to make solid financial decisions through our five-step process:
1. Discover
We learn about you and your situation.
2. Analyze
We see what’s working and what’s not.
3. Plan
We make recommendations to help achieve your goals.
4. Execute
We implement the plan.
5. Monitor
We conduct ongoing reviews and make adjustments.