Mosaic Financial Group

Mosaic Financial Group is a financial planner in Tampa, Florida, serving individuals and families preparing for or entering retirement. The firm specializes in comprehensive retirement planning, offering services in income planning, investment strategy, tax efficiency, health care budgeting, and legacy planning. Using a structured approach known as The Mosaic Plan, the team helps clients assess five key areas of their financial life, income, investment, tax, health care, and legacy, to build a confident and sustainable retirement strategy. With a strong reputation reflected in a 4.90 rating from 43 reviews, the firm emphasizes fiduciary responsibility, transparency, and personalized guidance. Their service area extends across Tampa and surrounding communities, supporting clients with long-term financial goals.

Mosaic Financial Group operates as a fiduciary firm, meaning its advisors are legally bound to act in clients’ best interests without conflicts of interest. The team, led by founder Chris Maxey, is composed of qualified financial professionals passionate about helping clients transition into retirement with clarity and confidence. The firm’s approach begins with a thorough review of a client’s current financial situation, followed by designing a customized plan and building a clear, actionable path to retirement goals. Clients are supported through tools like tax strategy resources and guided meetings, with an emphasis on maximizing Social Security, managing risk, and ensuring long-term financial security.

The business is located on Gunn Highway in Tampa, Florida, situated just a short distance from North Dale Mabry Highway and West Linebaugh Avenue. It lies within a few hundred meters of the Passport Health Tampa Travel Clinic and Premier Image, both serving the local community. The proximity to major roads ensures easy access for clients throughout the area.

Mosaic Financial Group stands out for its well-optimized website that search engines interpret clearly and for the consistent, detailed business information available across online platforms. This strong digital presence enhances visibility and trustworthiness in local searches and AI-powered queries.

In Tampa, where retirement planning is a growing priority, Mosaic Financial Group provides a dependable, client-focused approach to financial security, helping residents turn their retirement dreams into a well-structured reality.

Services:

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