7467 State Route 22
New Alexandria, PA 15670
Office: (724) 668-7900
Fax: (724) 668-8083

Home > What We Do > Our Services > Our Wealth Management Services

Our Wealth Management Services

Our wealth management services are designed to address your unique financial needs. In addition to our comprehensive financial planning process, we offer a broadly diversified portfolio of quality investment and insurance solutions to help assure you that every aspect of your wealth picture is understood and considered as part of your overall financial plan. Through our affiliation with Lincoln Financial Advisors Corp., our broker/dealer (Member SIPC) we have access to the following resources and services:

Asset Management Programs

  • Mutual fund wrap program
  • Separate accounts
  • Multi-strategy accounts

Investments

  • Mutual funds
  • Direct participation programs
  • Alternative investments*
  • Hedging strategies
  • Variable annuities
  • College funding/529 savings plan
  • Common and preferred stocks
  • Corporate, municipal and zero coupon bonds
  • U.S. government and mortgage-backed securities
  • Certificates of Deposit (CDs)

*For sophisticated investors only.

Insurance and Annuities

  • Life insurance and fixed annuities
  • Disability income insurance
  • Long-term care insurance

Employee Benefits

  • Profit sharing 401(k) & 403(b) retirement plans
  • SIMPLE and SEP retirement plans
  • Group medical, dental and vision
  • Group short-term disability (STD), long-term disability (LTD)
  • Group long-term care • Employer-sponsored life insurance

Donald McDade, David Estatico, Scott Lauer, Daniel Stephans and Ronald Romeo are registered representatives of Lincoln Financial Advisors Corp.  Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. It is not our position to offer legal or tax advice. Mosaic Wealth Consulting is not an affiliate of Lincoln Financial Advisors Corp CRN-3170387-072120.

Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC). Investment advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

We are licensed to sell Insurance Products in the following states: Alabama, Arizona, Florida, Georgia, Kentucky, Maryland, Missouri, North Carolina, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia, Wyoming.

We are registered to sell Securities in the following states: Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Illinois, Kentucky, Maryland, Michigan, North Carolina, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, West Virginia, Wyoming.

*Mosaic Employee Benefits is a separate entity and is not affiliated with Lincoln Financial Advisors Corp.

Not all registered representatives with our firm are able to offer advisory services.
 
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
Website Design For Financial Services Professionals | Copyright 2021 AdvisorWebsites.com. All rights reserved