Mosaic Financial Group

Mosaic Financial Group is a financial planner in Tampa, FL. The firm operates as a fiduciary practice, meaning its advisors are legally bound to avoid conflicts of interest and operate with full transparency. The practice serves individuals and families who are approaching or entering the retirement phase of life, helping them prepare for that transition with confidence. Clients can schedule meetings to discuss their current plans, uncover specific goals, and determine an ideal retirement strategy. The firm holds a rating of 4.90 based on 43 reviews.

The core of the firm's approach is The Mosaic Plan, a strategy designed to build confidence during retirement by focusing on five key areas of a client's financial life. These areas include Legacy Planning, which addresses estate income tax plans and asset distribution; Income Planning, which involves Social Security maximization and longevity protection; Investment Planning, which assesses risk tolerance and manages portfolio volatility; Tax Planning, which evaluates the tax status of holdings and compares Traditional IRA versus Roth IRA strategies; and Health Care Planning, which creates retirement budgets and analyzes long-term care options. The firm also addresses fees, taxes, and risk directly. The process follows three steps: gathering information about the client's current situation and goals, designing a specific strategy, and building a path to implement that plan.

Chris Maxey, the founder and investment advisor, leads the team of qualified financial professionals. Maxey has a background that emphasizes self-discipline and planning, having saved earnings from odd jobs during childhood rather than spending them. He is passionate about working with clients who trust the process and are ready to take concrete steps toward their financial future. The firm also offers resources such as a tax-efficient retirement strategy guide and hosts events like Wine and Wisdom to engage with the local community.

The office is located at 3808 Gunn Hwy, Tampa, FL. It sits directly on Gunn Highway, a main road in the area. The location is about 0.2 miles from North Dale Mabry Highway and West Linebaugh Avenue. A Passport Health Tampa Travel Clinic is located about 0.4 miles away.

Mosaic Financial Group is known for a strong local reputation, reflected in consistently high customer ratings, and maintains a steady record of repeat and referred customers. This standing supports the firm's focus on helping Tampa residents navigate the complexities of retirement planning with clear, fiduciary guidance.

Services:

• Client Meetings and Consultations
• Investment Advisory
• Retirement Planning
• Tax-Efficient Retirement Strategies
• The Mosaic Plan Design and Implementation