7467 State Route 22
New Alexandria, PA 15670
Office: (724) 668-7900

What We Do

OUR MISSION:

                First…To develop a long term relationship, built on integrity and ethical standards, used to deliver objective, strategic and prudent advice designed to help preserve, grow and transfer your assets – a “total solution” customized to accommodate “your” financial goals.  Remember our motto….YOUR LIFE, YOUR WEALTH, OUR GUIDANCE..

We rely on a disciplined three-step process (illustrated above).

Step 1, we conduct a holistic review of your current estate, investment and business situation (if applicable) and analyze the components of your finances. Based on this information, we develop a comprehensive financial model of your current situation, including cash flow, income tax and estate distribution projections. Clear goals are set.

Step 2, from an in-depth analysis, we identify the gaps between your current planning and your objectives and risk tolerance. We then offer alternative strategies and identify solutions that fit your situation. These customized recommendations form the basis of your financial plan.

Step 3, the final step of our process is implementation. If you choose to execute your plan, we help ensure each component is coordinated and integrated. We are committed to keeping your plan current by offering updated
renewal services.

Our Services

David Estatico is a registered representative of Lincoln Financial Advisors Corp.

Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. It is not our position to offer legal or tax advice. Mosaic Wealth Consulting is not an affiliate of Lincoln Financial Advisors Corp.  CRN-2103723-042718.

Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC). Investment advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

We are licensed to sell Insurance Products in the following states: Alabama, Arizona, Florida, Georgia, Illinois, Kentucky, New York, Maryland, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia, and Wyoming.

We are registered to sell Securities in the following states: Alabama, Arizona, Colorado, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maine, Maryland, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia, and Wyoming

*Mosaic Employee Benefits is a separate entity and is not affiliated with Lincoln Financial Advisors Corp.

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