As a Financial Consultant with Mosaic Capital Group, I focus my practice around working closely with clients to understand their current needs as well as their goals before creating and implementing the appropriate Retirement Plan Design and Funding Arrangements. I work with companies to help carefully assess the fees and benefits associated with a wide range of plans to help determine which is most advantageous for the client and their employees. My team guides you through the complexities of compliance requirements and can help you decipher plan disclosures to help choose the right plan for your business.My goal is to make sure you can choose a plan that’s easy to manage, maximizes service and minimizes confusion, regardless of the size of your business.