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"Trust in the Lord with all thine heart; and lean not unto thine own understanding. In all thy ways acknowledge him, and he shall direct thy paths."
- Proverbs 3:5-6
October 2022
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Mosaic Financial Associates Releases “A Clean Bill of Wealth: The 13 Essential Categories of Financial Wellness;” Must-Have Guide to Financial Planning for Physicians Available Nationwide
By Alison Bailin - Wednesday Jul 20, 2022
Mosaic Financial Associates, a wealth management firm headquartered in Tempe that specializes in collaborative and highly strategic financial plans for individuals and medical professionals across the country, is pleased to announce the release of “A Clean Bill of Wealth: The 13 Essential Categories of Financial Wellness.” The must-have guide to financial planning for physicians is authored by Anthony C. Williams, CWS, ChFC, MRFC, CLU, Investment Advisor Representative, president, and co-founder of Mosaic Financial Associates, and is available on Amazon or at http://www.mosaicfa.com now.

“As comprehensive wealth advisors, it’s our belief that having separate conversations about subjects simply isn’t effective from a planning perspective. Rather, it’s critical to integrate all the key wealth management issues into one holistic dialogue,” says Williams. “The topics covered in the book come directly from Certified Wealth Strategist (CWS) courses and certification. We’ve helped our clients across the country using this methodology and educated them on how these issues will ultimately impact other interrelated personal and financial goals.”

The book focuses on 13 key areas that physicians need to include in their financial planning strategy, including:
• Investment planning and the three primary investment risks
• Risk management and insurance planning
• Banking and credit management
• Retirement planning
• Executive compensation
• Business succession planning
• Planning for incapacity
• Titling and beneficiary designations
• Executor and trustee selection
• Education and family support
• Charitable and philanthropic giving
• Distribution of estate
• Tax planning

This is Williams’ fourth published book on financial planning and wealth preservation as it relates to the medical field. Other titles from Williams include the “Orthopaedic Success Manual,” the definitive resource for Orthopaedic surgeons to gain personal, professional and financial insights that he co-authored with three generations of Orthopaedic surgeons, and “Optimal Financial Health,” a handbook to essential wealth management and preservation advice for all physicians in all practice areas co-authored by business partner Marcus E. Ortega, ChFC, RFC, Investment Advisor Representative. In addition to his busy practice, Williams is a frequent national speaker on these topics in print, online, at teaching hospitals and medical industry events.

“I also have a fifth book coming this year as well,” says Williams. “Titled ‘Preserving Your Life’s Work: An Actionable Asset Protection Manual,’ it brings together renowned experts in areas of asset protection, legal planning, retirement income protection, investment tax strategies, disability insurance, employment contract advocacy and considerations, behavioral finance, tax planning strategies, estate planning, long-term care planning, business transition and more.”

Williams founded Mosaic in 2008 with Ortega, who today serves as the firm’s chief financial officer. Together, they have nearly 50 years of collective experience in the financial services industry. In addition, they hold multiple registrations and professional designations to provide clients with a variety of financial planning, investment management and insurance services. One of Mosaic’s points of differentiation is its Orthopaedist Advisory Group, which is an extension of Mosaic exclusively catering to Orthopaedic surgeons. Another point of differentiation is Mosaic’s partnership with Wilde Wealth Management, an award-winning independent financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. Mosaic partnered with the firm in 2020 to offer clients expanded in-house service offerings from fellow independent specialists.

For more information on Mosaic Financial Associates or to purchase a copy of “A Clean Bill of Wealth: The 13 Essential Categories of Financial Wellness,” please visit http://www.mosaicfa.com.

About Anthony C. Williams, CWS, ChFC, MRFC, CLU, Investment Advisor Representative
Anthony Williams earned his degree from Arizona State University before earning his Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified Wealth Strategist (CWS) and Master Registered Financial Consultant (MRFC) designations. For more than two decades, he has focused specifically on wealth management as it relates to specialty physicians and high net worth individuals. When not assisting clients or speaking across the country, Williams serves in a leadership role with Stepping Stones of Hope, a non-profit organization assisting children and their families having experienced the death of a loved one. He is also camp director for the organization’s Camp Reach and a volunteer for the organization’s Camp Paz.