Our process is friendly and comprehensive, we'll show you how to achieve the future you envision. While investments can be complex, we are educators at heart, and seek to ensure that you recognize the attributes of your portfolio. At our office, we follow fee-based services rather than transactional.
Fee-based financial planning is a client-centered process of having a personalized and comprehensive financial plan put together for you at one pre-determined fee. Conversely, transactional is less about the client and planning and more about the sale. This process can lead to the advisor "overlooking" aspects of a client's financial well-being that aren't necessarily conducive to being profitable for the advisor.
Fee-based financial planning is a client-centered process of having a personalized and comprehensive financial plan put together for you at one pre-determined fee. Conversely, transactional is less about the client and planning and more about the sale. This process can lead to the advisor "overlooking" aspects of a client's financial well-being that aren't necessarily conducive to being profitable for the advisor.
Services
With over 22 years of experience in wealth management and financial planning, my Mosaic Wealth Consulting office can help you achieve your ideal life. Freeing you from the complexities and uncertainties of your finances, our team of independent professionals will work with you so you can pursue your dreams.
Shannon M. Sottile, CFP, ChFC, is the Owner and Private Wealth Strategist at Mosaic Wealth Consulting. Along with her industry credentials and over 20 years of experience in financial services, Shannon brings authenticity, passion and. Leslie Ann Rocco is the Administrative Professional at Mosaic Wealth Consulting.
When you engage our services, you benefit from personal attention and our prodigious financial experience. With hands-on service, we educate our clients about financial concepts and products so that they can leave each meeting feeling confident about their future. You can feel at ease knowing we take the mystery out of take the mystery out of investing, insurance, estate conservation, and preserving wealth.
As a Mosaic Wealth Consulting office, we provide extraordinary financial planning with concierge level service to successful individuals, landowners, business owners and their families. Every financial decision you make will have a direct impact on your eventual retirement. Whether you are a recent college grad or a veteran of your industry - the choices you make today will affect you for the rest of your life.
It's not easy to talk about your personal finances, let alone trust someone new to manage this complicated area of your life. As a financial advocate for nearly 20 years, I understand this all too well. I've sat across the table from a lot of hesitant people over the years. Business owners, families and pre-retirees who knew they needed help, but felt skeptical about handing over such an important task to someone new.
Reviews (3)
Radheshyam Kharol
Oct 07, 2021
Report
Between God and I, and of the truth, I have referred more than 8 persons within a space of 4 weeks to my legit and trusted Account Manager,MRS ELIZABETH BAYS.,she is the only account manager to ever pay me my profit after my first 7days trade of $1000 that I make a successful withdrawal of $19,750. I vowed to testify of her honesty to the public and that is what i have been doing because he deserve more than it. I was bankrupted and left with nothing by fake experts and she came to my rescue. It's already 16 weeks I have been trading with her platform and profit payout is always fast at once click
Corinne States
Oct 05, 2021
Report
Natalie Glaser
Jul 29, 2021
Report
