Financial Planners – From S.E.C.

According to the Securities and Exchange Commission, here are some insights when looking for Financial Planners in Atlanta:

"A financial planner typically prepares financial plans for his or her clients. The kinds of services financial planners offer can vary widely. Some planners assess every aspect of your financial life—including saving, investments, insurance, taxes, retirement, and estate planning—and help you develop a detailed strategy or financial plan for meeting all your financial goals. Other professionals call themselves financial planners, but they may only be able to recommend that you invest in a narrow range of products and sometimes products that aren't securities. When hiring a financial planner, you should know exactly what services you need, what services the planner can deliver, and any limitations on what he or she can recommend. In addition, you should understand what services you're paying for, how much those services cost, and how the planner gets paid. Financial planners charge for their services in different ways: some charge either a fixed fee or an hourly fee for the time it takes to develop a financial plan, but don’t sell investment products; some are paid by commissions on the products they sell; and others use a combination of fees and commissions."

At Mosaic Wealth Management, we are happy to fully disclose how we are compensated and specifically what services we provide.

Helping You Build A Comprehensive Financial Plan: In order to better understand the needs of each new client, we like to create a detailed financial plan. This comprehensive financial plan takes into account all the significant factors that are relevant to long-term financial success, including mortality projections, current and future income, taxes, investments, other assets, real estate, Social Security benefits, pensions, 401(k)s, IRAs, inflation, etc. When looking for Financial Planners in Atlanta, take a hard look at MWM. We offer service to clients nationwide.