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Independent advice, with you in mind

Mosher Financial Group is an independent financial planning consulting company. As such, our representatives are not limited to the one company/ one product approach. Instead, we work with a number of investment and insurance companies.

This enables our representatives to offer clients suitable and comprehensive investments for their individual requirements.


Our representatives offer a complete line of financial planning services and products.

They can help you address the following concerns:

  • Personalized Financial Planning
  • Customized Retirement Counseling
  • Education Planning
  • Life and Long-Term Care Insurance Consulting
  • Understand investment options and make appropriate choices
  • Reduce current income taxes
  • Accumulate and help protect your asset
  • Create long-term strategies, or adjust existing ones
  • Survive logistical and paperwork issues – we take care of everything!

Our representatives’ complete line of financial planning products include:

  • Retirement Planning:
    • 403(b)-TSA planning
    • Traditional and Roth IRA advice
    • SEP-IRA and Simple IRA setup
  • Investment Advice:
    • Fixed and Variable Annuities
    • Mutual Funds
    • Asset Management
    • Individual Stocks and Bonds
    • College Savings plans
    • CD replacements and “after-tax” non-qualified annuities (the new investment is not FDIC insured, principal is subject to market fluctuations, and value at redemption may be worth more or less than the original cost)
  • Insurance Advice:
    • Term and Permanent Life Insurance
    • Pension Maximization
    • Long-Term Care Insurance

Schedule your free consultation today to learn how we can help you achieve your financial and retirement goals:

phone-icon-s (415) 681-2000