Mosaic Financial Group

Call Directions Website Contact the business

Mosaic Financial Group Our goal is to Educate, Empower, and Enrich our clients’ lives. Education about your financial choices leads to a better financial future.

By incorporating personal accountability and acting as your financial advocate in every stage of life, the advisors at Mosaic Financial Group strive to guide you toward financial freedom. Susan Sukys, CFP® founded Mosaic Financial Group in 2005 to provide a new level of service and customization to those who desire a true partnership with their financial advisor. Instead of providing one solution for a specific problem, we deliver comprehensive advice that takes into account the full scope of a client’s finances, goals, and wishes. We strive to deliver fine-tuned, creative plans individualized to our client’s needs. Empowerment and confidence in your actions can help you stay the course throughout your financial journey. We are your coach, advocate, and biggest supporter. Enrichment, we believe, is about more than material wealth. Money is simply a tool that gives you the freedom to discover what is important to you and to live your best life, however you may define it. In accordance with the US Securities and Exchange Commission rules, a "Like" should not be interpreted as an endorsement of the firm or its advisors. Disclaimers:
No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. Any external websites mentioned on Facebook are unaffiliated with Cambridge Investment Research, Inc. Cambridge has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its content. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Mosaic Financial Group LLC and Cambridge are not affiliated.

Thinking about becoming a business owner? Whether you’re starting from scratch or considering buying an existing busines...
10/02/2026

Thinking about becoming a business owner? Whether you’re starting from scratch or considering buying an existing business, there are important financial and planning considerations to understand before taking the leap.

No matter what type of business you're thinking of buying, whether it's a franchise, a start-up, or an existing business, you're facing some risk (and hopefully some reward, too).

Planning for college costs? The 2027–2028 FAFSA opens October 1, making now a good time for families to get a head start...
09/30/2026

Planning for college costs? The 2027–2028 FAFSA opens October 1, making now a good time for families to get a head start on the financial aid process.

Mark your calendar: the FAFSA for the 2027-2028 school year opens on October 1.

What a great few days at Cambridge Investment Research, Inc.'s annual conference, Ignite, last week!One of the highlight...
09/22/2026

What a great few days at Cambridge Investment Research, Inc.'s annual conference, Ignite, last week!

One of the highlights was the opportunity to reconnect with fellow TAG Advisors and spend time learning from one another. There’s something especially valuable about being surrounded by financial advisors who are willing to share ideas, experiences, and perspectives that help all of us continue to grow.

Ultimately, these conversations and connections are about one thing: being better advisors for the people we serve. The ideas we share, the knowledge we gain, and the perspectives we bring home all help us continue to provide thoughtful guidance and help our clients make informed financial choices.

We're grateful for the collaboration and camaraderie that make TAG Advisors and Cambridge Investment Research, Inc. such a special community.

Bond yields are climbing — and that ripples further than you might think. Here's what they could mean for your mortgage,...
09/14/2026

Bond yields are climbing — and that ripples further than you might think. Here's what they could mean for your mortgage, savings, and investments.

A sell-off in U.S. Treasury bonds has pushed longer-term yields sharply higher. Here's why.

We wish each of you a wonderful Labor Day weekend! During this annual celebration of hard work, may you enjoy a well-des...
09/04/2026

We wish each of you a wonderful Labor Day weekend! During this annual celebration of hard work, may you enjoy a well-deserved, restful break.

Please note that our office will be closed on Monday, September 7th, in observance of the holiday, and will reopen on Tuesday, September 8th.

If you use your vehicle for business, the rules around mileage, deductions, and recordkeeping can make a big difference....
09/03/2026

If you use your vehicle for business, the rules around mileage, deductions, and recordkeeping can make a big difference. Understanding what qualifies as business use can help you make the most of the tax benefits available.

The One Big Beautiful Bill Act, signed into law in July 2025, made permanent the suspension of the deduction for miscellaneous itemized deductions subject to the 2-percent floor, including unreimbursed employee expenses, and cannot be claimed on Schedule A of IRS Form 1040. If you are an employee, y...

Keeping up with the latest tax and retirement numbers can help you make smarter financial decisions throughout the year....
09/01/2026

Keeping up with the latest tax and retirement numbers can help you make smarter financial decisions throughout the year. From contribution limits to tax brackets and other key figures, here are the numbers worth knowing for 2026.

1 Contribution is fully deductible if minimum contribution amount is met and cost of token gift does not exceed maximum

Thinking about using your home equity to help pay for your child’s college tuition? It may seem like a straightforward w...
08/28/2026

Thinking about using your home equity to help pay for your child’s college tuition? It may seem like a straightforward way to cover the cost, but there are important financial trade-offs to consider.

A home equity loan (often referred to as a second mortgage) is a loan for a fixed amount of money that must be repaid over a fixed term. Generally, a home equity loan:advances the full amount you borrow at the beginning of the loan's term, carries a fixed rate of interest, requires equal monthly pay...

If you use your vehicle for business, the IRS has made a rare mid-year adjustment to the standard mileage rate. That cha...
08/26/2026

If you use your vehicle for business, the IRS has made a rare mid-year adjustment to the standard mileage rate. That change could affect how you track and deduct business-related driving expenses.

The IRS has announced increased standard mileage rates for the second half of 2026.

The Roth 5-Year Rule can be confusing, but understanding how it works is an important part of making the most of your Ro...
08/24/2026

The Roth 5-Year Rule can be confusing, but understanding how it works is an important part of making the most of your Roth IRA. From contributions to withdrawals, a little knowledge can help you avoid surprises and make informed decisions.

The 5-year rule that applies to Roth IRAs and Roth 401(k)s can sometimes be a source of confusion.

Address

307 N Main Street
Mount Vernon, OH
43050

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 3pm

Telephone

+17403927177

Alerts

Be the first to know and let us send you an email when Mosaic Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Mosaic Financial Group:

Shortcuts

Share