Mosaic Retirement Planning, LLC is an investment advisory and financial planning firm, holistically advising on retirement income, investments, insurance, risk management, social security, debts, tax minimization, estate planning and real estate. We document our processes so we can prove we’re acting in your best interest as stewards of your money.
We’re a primarily fee-based advisory firm, and
we’re not just obligated to act in your best interests, we wouldn’t have it any other way! And because our founder is an independent CERTIFIED FINANCIAL PLANNER ™, and because every CFP® is required to be a fiduciary, he remains objective by simply educating you on your investment & planning options so you can make the best decisions for your family. Furthermore, if you believe that casting a wider net can capture more fish, this is why Brad chooses to operate independently, unlike large firms with large advertising and captive advisors, he has access to a vast range of investment products and services in an effort to reduce unnecessary risks, lower his client’s fees, minimize taxation, and improve client outcomes. Brad Hablutzel
President & CERTIFIED FINANCIAL PLANNER ™
[email protected] | (720) 617-4400
Brad Hablutzel is a CERTIFIED FINANCIAL PLANNER™, Certified Tax Specialist®, Certified Fund Specialist®, Investment Advisor Representative & a 2021 Five Star Wealth Manager Award winner. He has obtained his Bachelors of Science in Business Administration, and his Masters in Business Administration, as well as his Series 6, 7, 63 and 65 licenses, and is licensed in Life, Health, Long-Term Care, and Disability Insurance. He has consulted over $1 billion in wealth in his 17 year career, 13 of which he has specialized consulting retirees or people preparing for retirement.
Native to Colorado, Brad enjoys his time with his wife and two boys, as well as traveling, golf, softball, boating in Wisconsin, volleyball, spending time with friends, and cheering on Colorado professional sports teams. He volunteers as treasurer of his church, treasurer of his HOA, and is active in his local chamber of commerce, Rotary International, and assists with graffiti removal projects in the community.
