The Small Business Spotlight series was created to highlight exceptional small businesses. I find all small business owners incredible because of their determination and grit in creating the business of their dreams. Mosaic Financial Solutions is no different and is working to solve complex issues in the finance world with extra attention focused on the younger generation of those who are wanting to develop a strong financial foundation early on.
Anna, the creator and founder, started Mosaic in 2021. She has many years of experience working with Ely Prudent Portfolios, Ameriprise Financial in Cheyenne, and is on The Planned Giving Forum of Sacramento, The National Association of Charitable Gift Planners, and the National Association of Tax Professionals.
I met Anna back in 2009 when I was 17 through Young Life. She became a wonderful friend and mentor and her daughters were the flower girls in our wedding. She has a way of continuously involving me in her life and I am so thankful for that.
Mosaic Financial Solutions provides tools to help young families with their finances and estate planning. My family has personally benefited from creating a stronger estate plan for our boys and now a more stable financial foundation through investments, college savings plans and more. When you put all the pieces of your financial picture together, Anna knows how powerful it is to watch these little pieces come together to form a beautiful picture, a mosaic.
Working with Anna will provide you a sense of calm as you think about the complicated nature of finances. Luckily, Anna makes finances easy to understand and gives you the confidence to feel empowered as you move forward with your financial future.
Anna also has a great sense of humor and runs a family farm in California. Here is a great article on how Mosaic started, and my personal favorite post on how finances can be compared to sheep-shearing. This is truly worth a read if you would like to laugh out loud at your desk (I’m speaking from experience).
Anna loves to chat over coffee. If you are interested in talking with her more about putting your financial mosaic together she can be reached at mosaicfinancialsolutions.com.
This testimonial was given by current clients or investors. Neither Integrated nor its affiliates paid for these testimonials, but revenue is earned from assets invested through the registered investment adviser (Integrated). No material conflicts of interest exist that would impact any of these testimonials. Client testimonials are not representative of the experiences of all clients and do not provide guarantee of future performance or similar services. Registration does not imply a certain level of skill or training.
The opinions expressed herein are those of Murphy Booth and are subject to change without notice. This material is not financial advice or an offer to sell any product. Forward-looking statements cannot be guaranteed. This document may contain certain information that constitutes “forward-looking statements” which can be identified by the use of forward-looking terminology such as “may,” “expect,” “will,” “hope,” “forecast,” “intend,” “target,” “believe,” and/or comparable terminology. No assurance, representation, or warranty is made by any person that any of Murphy Booth’s assumptions, expectations, objectives, and/or goals will be achieved. Nothing contained in this document may be relied upon as a guarantee, promise, assurance, or representation as to the future. Mosaic Financial Solutions is a dba of Integrated Advisors Network LLC (“Integrated”) which is a registered investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training.