​Our team has the know-how and the heart to help you.

​We put your needs ahead of ours and we can prove it. We document our processes so we can prove we’re acting in your best interest as custodians of your money. 
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We’re a primarily fee-based advisory firm, and we’re obligated to act in your best interests. And because our founder is an independent CERTIFIED FINANCIAL PLANNER ™, he can remain objective and unbiased, and every CFP® is required to be a fiduciary by putting client interests first. Furthermore, they say, “If you cast a wide net, you’ll capture more fish!” That is very true when you work with an independent advisor—independent advisors tend to have access to a wider selection of investments, products and services than advisors who promote proprietary products, which may help clients reduce unnecessary risk, improve diversification, lower fees, reduce taxation, or create more sustainable income. 

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Brad Hablutzel
President & CERTIFIED FINANCIAL PLANNER ™​
bhablutzel@mosaicretirement.com | (720) 617-4400

Brad Hablutzel is a CERTIFIED FINANCIAL PLANNER™, Certified Tax Specialist®, Certified Fund Specialist®, and Investment Advisor Representative. He has obtained his Bachelors of Science in Business Administration, and his Masters in Business Administration, as well as his Series 6, 7, 63 and 65 licenses, and is licensed in Life, Health, Long-Term Care, and Disability Insurance. He takes an objective and meticulous approach to solving financial and insurance problems and he believes in excellent service—and that it’s always right to do the right thing. Brad prefers to get to know his clients deeply, so he may become their biggest advocate.
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Native to Colorado, Brad enjoys his time with his wife and two boys, as well as traveling, golf, softball, boating in Wisconsin, volleyball, spending time with friends, and cheering on Colorado professional sports teams. He volunteers as treasurer of his church, treasurer of his HOA, and is  active in his local chamber of commerce, Rotary International, and assists with graffiti removal projects in the community.

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