Chris Maxey [ChFEBC℠]
3806 Gunn Hwy
Suite A
Tampa, FL 33618
Original Certificate Date: 9/5/2023
ChFEBC℠ Number: TC027M013
Organization: Mosaic Financial Group
Broker Dealer: RIA-Continuum Advisory
Phone: 813-502-1228
Email: cmaxey@mosaicfingroup.com
Website: www.mosaicfingroup.com
States Currently Licensed: FL
State Insurance License #: W489065
CRD #: 6899128
Primary Insurance: We work with 20+ insurance companies to provide the most options for our clients. These companies offer life insurance, long term care insurance, fixed annuities & fixed index annuities. A few of the many we work with include American Equity, Security Benefit, Nationwide, Lincoln Financial, Allianz, ect.
Primary Investment: I am an Investment Advisor Representative working through Continuum Advisory. Using Charles Schwab, Fidelity, and American Funds as our custodian allows us to offer a wide variety of investment solutions to our federal employees
Services: The federal benefit system & retirement planning can be very stressful. We help our federal employees get the most out of their TSP & their pension. Every client that we work with receives the Mosaic Plan. In the plan our clients receive an income plan, an investment strategy, a tax plan, a health plan, and a Legacy Plan allowing our clients to feel confident & comfortable in retirement
Additional Information: The first 18 yrs of my life were spent all over the world on federal installations. My father spent 20+ yrs in the Marine Corp & my mom was a DODEA teacher for 20+ yrs. Creating retirement plans that make sure federal employees and their families get the most out of their benefits is my mission