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

Home > What We Do

What We Do

OUR MISSION:

                First…To develop a long term relationship, built on integrity and ethical standards, used to deliver objective, strategic and prudent advice designed to help preserve, grow and transfer your assets – a “total solution” customized to accommodate “your” financial goals.  Remember our motto….YOUR LIFE, YOUR WEALTH, OUR GUIDANCE..

We rely on a disciplined three-step process (illustrated above).

Step 1, we conduct a holistic review of your current estate, investment and business situation (if applicable) and analyze the components of your finances. Based on this information, we develop a comprehensive financial model of your current situation, including cash flow, income tax and estate distribution projections. Clear goals are set.

Step 2, from an in-depth analysis, we identify the gaps between your current planning and your objectives and risk tolerance. We then offer alternative strategies and identify solutions that fit your situation. These customized recommendations form the basis of your financial plan.

Step 3, the final step of our process is implementation. If you choose to execute your plan, we help ensure each component is coordinated and integrated. We are committed to keeping your plan current by offering updated
renewal services.

Our Services

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