In 2 Corinthians 9:7, God tells us that He loves a cheerful giver, and in Acts 20:35, Jesus said "It is more blessed to give than to receive." It is Mosaic Retirement Planning's commitment to live out these values, therefore we have pledged to give at least 10% of all profits to charity annually. Consequently, we created the Matching Gifts Program to encourage others to give cheerfully with us.
The Matching Gifts Program allows eligible families and individuals to receive a dollar for dollar match of up to $500 once per year on charitable donations they make to one of the qualifying Colorado based charities listed below. To find out more about the program, how it works, and to request a match please view the appropriate documents below.
Investment Advisory services offered through ChangePath, LLC a Registered Investment Adviser. ChangePath, LLC and Mosaic Retirement Planning, LLC are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 19144 - 2019/8/15
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.