02-capitol

Professional Speaking Series

To share unique insight and actionable sales strategies on Washington policy, retirement solutions and estate planning at your next advisor/client meeting.

01-lena

“LENA RIZKALLAH is a wonderful combination of brains and has an engaging presentation style. Lena helps audiences understand complex subjects in ways that the learning can be applied.” Michael Roby, Professional Speaker, Sales & Marketing Consultant and Coach at CxC Matrix Marketing.

03-wall-street

Articles, Papers & Blog

To keep you updated on what’s hot & happening in financial planning from Washington to Wall Street to Main Street.

04-ira

Advanced Technical Support & Strategic Consulting

To arm your company with customized materials to prospect effectively, develop & strengthen the right relationships and deliver the sales tools to success.

05-retirement

Financial Literacy Program

To help non-profit organizations establish a legacy by developing the building blocks for financial education in urban and ethnic communities.

  • Welcome

    As a financial professional, lawyer or CPA, it's important to stay current on policies that may affect your clients' financial future. You need a partner who closely monitors legislative changes, and has the expertise to interpret how new policies translate into strategies. Whether through presentations, training, articles or white papers, Mosaic Consulting can provide you with valuable analysis on the latest in retirement, estate & trust planning and tax policy, as well as ideas that can help you help your clients.

    Professional Speaking Series

    With over a decade of presenting to the financial and legal worlds, we have the experience and expertise to take on politics, policy and planning. Read more...

    Advanced Technical Support & Strategic Consulting

    The best way to boost sales is to stay in front of your clients and prospects, even after your meetings. An effective way of doing so is to develop the tools that provide a ‘value-add’ in your absence. Read more...

    Financial Literacy Program for Women and Minorities

    Mosaic Consulting provides financial literacy programs for women and ethnic communities to empower them with the knowledge and financial tools necessary for a secure future. Read more...

    Articles, Papers & Blog

    Check out our published articles, newsletters and blog for in-depth analysis and commentary on taxes, estate & trust planning, retirement strategies and more. Read more...

Newsletter Sign Up!

* = required field

Newsletter

Check out our latest newsletter
Or review our newsletter archives

Blog

Follow Us