Mosaic Retirement Planning

Your retirement plan should look like a work of art

If it doesn’t, maybe you should consider Mosaic.

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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: 

Our Services

Income Sourcing

Investments

Social Security and Defined Benefit Pensions

Tax Minimization Strategies

Real Estate Equity

Debt

Legacy Planning

Gifting

Photo of Brad Hablutzel

Brad Hablutzel

President & Certified Financial Planner ™​

Meet Brad

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

Learn More About Us

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.

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