Mosaic Financial Partners

We're excited to sponsor the upcoming SAINT MONICA'S CHURCH Golf Outing on September 27th, supporting their booster club and athletic programs. This organization is close to our partner Andrew Bird, CLU®, CFP®, RICP®, AEP®'s heart, and we're thrilled to play a part in supporting such a wonderful event. Go Raiders!

Time for the pet of the month for September! Introducing, Max! Max is the proud owner of Kristin Bridges He is a beagle/hound mix A fun fact about him per Kristin, "I don’t know if this is a fun fact as much as a miracle, but he ate 4 Christmas wine glasses and didn’t have a scratch on him, so I believe he’s an enchanted puppy. But an actual fun fact about Max is that he’s fascinated by violin music! He will stop and tilt his head when he hears it, and search around trying to find out where it’s coming from!" Thank you, Kristin for the adorable nomination and congratulations, Max! Nominate any pet here today! https://lnkd.in/g3VeVUmp

Happy National Dog Day! And what better way to celebrate it than how our team and friends did this past Saturday. We had an amazing time sponsoring the 2024 Pet Walk in Rotary Park for the The Humane Society of the United States. We were super pleased to be awarded the top team for donations in the walk and cannot wait to be apart of more events in the future! Thank you for all those who walked with us & donated for a great cause!

In his most recent article with the Milwaukee Business Journal, Andrew Bird, CLU®, CFP®, RICP®, AEP® shares his expert insights into a crucial topic for all business owners - succession planning. Learn why it's important, how to get started and the top strategies here: https://lnkd.in/dsByBXU6

We have another employee to spotlight.... Chris Lomascola, the Director of Operations on our team! Chris graduated with a B.S. from the University of Wisconsin-Milwaukee. Born and raised in California, Chris relocated to Wisconsin in the early 2000’s While his background is in talent acquisition operations, he began his Mosaic Financial Partners career in 2021 and brings with him a wealth of knowledge in day to day business operations, and has an unwavering passion about preparing for a financially freeing retirement. Him and his wife live in Mequon with their son, Ryan and are expecting their second early January!

In his most recent article with the Milwaukee Business Journal, Andrew Bird, CLU®, CFP®, RICP®, AEP® shares his expert insights into a crucial topic for all business owners - succession planning. Learn why it's important, how to get started and the top strategies here: https://lnkd.in/dsByBXU6

The thought of letting go of something you worked so hard to build can leave you with an unending list of questions. This is where a strategic exit plan comes into play. https://lnkd.in/g229bbSg Written by Andrew Bird, CLU®, CFP®, RICP®, AEP® of Mosaic Financial Partners

The Mosaic Financial Partners team will be walking to support animals in need at the Wisconsin Humane Society’s 2024 Pet Walk Ozaukee in the Rotary Park on Saturday, August 24th. We want you to join us! Not only is it a great opportunity to get outside with your furry friends, but the money raised will help provide urgent medical treatments and services for the more than 40,000 animals that WHS cares for annually. You can sign up to join our team or support the cause here: https://lnkd.in/g6evfuNq

We have had a fantastic time attending the Lake Country DockHounds games this summer with our team, clients, friends, and colleagues! One of the highlights from last nights game was watching our partner Darrin Englebert, CFP®, RICP® throw out one of the first pitches (video proof on our Facebook page: https://lnkd.in/gakk3FmD😊) The Lake Country DockHounds are the state’s newest professional baseball team located in the lake country area. They are a member of the American Association of Professional Baseball (the Premier MLB Partner League). The DockHounds have become an integral part of our summer activities and we are eagerly looking forward to attending many more games. Go Dogs!

Thanks to our friends at Foley & Lardner LLP, we have a breakdown of the new Corporate Transparency Act and its requirements for businesses operating in the U.S. If you are interested in learning more, contact us! We have been authorized to share their comprehensive article outlining the details and requirements of this important legislation.