Mosaic Financial Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Mosaic Financial Advisors and its representatives are properly licensed or exempt from licensure.
Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Mosaic Financial Advisors unless a client service agreement is in place.
Please read these terms and conditions of use (“Terms”) carefully before using the website located at www.mosaicfinancialadvisors.com (“Website”) or any of the information or services provided by Mosaic Financial Advisors, LLC (collectively “Mosaic Financial Advisors”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Mosaic Financial Advisors in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.
Mosaic Financial Advisors reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our website after we have posted changes to these Terms, you are agreeing to these Terms as modified.
These Terms were last updated on October 24, 2016.
No Offer or Advice
Please note that nothing in this Website should be construed as an offer to sell or the solicitation of an offer to purchase an interest in any security or separate account. Nothing in this Website is intended to be, and you should not consider anything in this Website to be, investment, accounting, tax or legal advice. If you would like investment, accounting, tax or legal advice, you should consult with your own financial advisors, accountants, or attorneys regarding your individual circumstances and needs.
This Website is for informational purposes only and is not intended to be relied upon as a forecast, research, or investment advice. Although this material is based upon information that Mosaic Financial Advisors considers reliable and endeavors to keep current, Mosaic Financial Advisors does not assure that this material is accurate, current or complete, and it should not be relied upon as such. Any opinions expressed on this Website may change as subsequent conditions vary.
Mosaic Financial Advisors often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. Mosaic Financial Advisors makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send Mosaic Financial Advisors private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.
Please note: Mosaic Financial Advisors does not accept trading or money movement instructions via email.
Emails to and from Mosaic Financial Advisors are subject to inspection by the company’s Chief Compliance Officer (CCO) as well as securities regulators, under state and federal securities law.
If you have received an email from Mosaic Financial Advisors in error, we ask that you contact the sender and destroy the email and its contents.
If you have any questions regarding our email policies, please Contact Us.
Mosaic Financial Advisors may utilize third-party websites that include social media websites, blogs and other interactive content. Mosaic Financial Advisors considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under securities regulations. As such, Mosaic Financial Advisors may retain a copy of information that Mosaic Financial Advisors or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Mosaic Financial Advisors and/or securities regulators.
Information provided on these sites is for informational and/or educational purposes only and is not in any way to be considered investment advice, nor a recommendation of any investment product. Advice may only be provided by Mosaic Financial Advisors’ advisory personnel after entering into an advisory agreement, and after providing Mosaic Financial Advisors with all requested information about your financial background.
You may obtain more information about Mosaic Financial Advisors, LLC and its business practices by requesting a copy of the firm’s most recent Disclosure Brochure (Form ADV2A). Additionally, information about Mosaic Financial Advisors, LLC is on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching for our firm name or by our CRD #143206.