Donald A. McDade, CFP^®

ChFC, CRPC

Private Wealth Advisor

Mosaic Wealth Consulting

7467 State Route 22
New Alexandria, PA 15670

FINANCIAL ADVISOR'S WEBSITE

www.helpmywealth.com

(724) 668-7900

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$500,000

General

Donald McDade is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mosaic Wealth Consulting in New Alexandria, PA and the surrounding communities.

Financial Advisor Overview

Don McDade and his associates are an experienced team of professionals who are dedicated to meeting the needs of their clients. Listed below are his areas of specialization:

Comprehensive Financial Planning
Investment Analysis and Management
Life, Disability Income & Long Term Care Insurance
Estate Creation and Preservation
Pension Design and Administration
Employee Benefit Consultation
Business Succession Planning

Don provides these services on a totally confidential basis.

Financial Advisor Experience

Don has worked in the financial services industry since 1986 with experience as a Million Dollar Round Table Producer, as well as a Manager. He is currently the Managing Advisor of Mosaic Consulting, an ensemble operation of 30 plus Private Wealth Advisors support staff with complimentary specializations that allow them to support a full spectrum of financial planning, estate planning and business planning needs for their growing clientele. Don attended Rochester Institute of Technology, Carnegie Mellon University, the University of Pittsburgh and the American College, where he earned a Masters of Science in Management. Don holds the Series 7, 24, 51, 63 and 65 FINRA registrations and is a member of the National Association of Insurance and Financial Advisors, Estate Planning Council, General Agents and Managers Association, Financial Planning Association and Society of Financial Service Professionals.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)
Other - CFS, LUTCF, CLU, AEP, CRPC

Insurance Licenses

Life insurance: PA, OH, NY, WV, FL
Health/disability insurance: PA, OH, NY, WV, FL
Fixed annuities: PA, OH, NY, WV, FL
Variable annuities: PA, OH, NY, WV, FL

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Succession Planning, Sudden Wealth, Special Needs