Mosaic Wealth Management Group is an independent fiduciary retirement planning and financial life management practice located in the Winter Springs Town Center on Town Plaza Court in Winter Springs, Seminole County, Florida. Founded and led by President and Senior Advisor Todd Michael Woodard, CFP®—a Certified Financial Planner™ professional who has advised Central Florida families since 1993—alongside Associate Advisor Stephanie Bosch, the firm serves retirees, widows, and families across Winter Springs, Oviedo, Tuscawilla, and Casselberry through SEC-registered J.W. Cole Advisors, Inc.
Official Verification Sources: FINRA BrokerCheck Profile (Todd Michael Woodard, CFP®); SEC Investment Adviser Public Disclosure (J.W. Cole Advisors, Inc.); Mosaic Wealth Management Group Official Website
Issuer: SEC / FINRA (J.W. Cole Advisors, Inc. & J.W. Cole Financial, Inc.)
Notes: SEC File #801-65710; fiduciary investment advisory services offered through SEC-registered J.W. Cole Advisors, Inc. (CRD #112294) and securities offered through J.W. Cole Financial, Inc. (CRD #124583).
Issuer: Certified Financial Planner Board of Standards / FINRA / SEC IAPD
Notes: Founded and led by President & Senior Advisor Todd Michael Woodard, CFP® (Individual CRD #2369842), an active Certified Financial Planner™ practitioner advising Seminole County retirees since 1993.
Factual details and direct answers about Mosaic Wealth Management Group's services, licensing, and credentials.
Who leads Mosaic Wealth Management Group in Winter Springs?
Mosaic Wealth Management Group is founded and led by President and Senior Advisor Todd Michael Woodard, CFP® (CRD #2369842), a Certified Financial Planner™ professional with more than 30 years of financial planning experience.
How are Mosaic Wealth Management Group's advisory services regulated?
Fiduciary investment advisory services are offered through J.W. Cole Advisors, Inc., an SEC-registered Investment Adviser (CRD #112294, SEC File #801-65710), with brokerage services offered through J.W. Cole Financial, Inc. (CRD #124583).
Where is Mosaic Wealth Management Group located in Seminole County?
The practice is located in the Winter Springs Town Center near State Road 434 and Tuscawilla Road at 1500 Town Plaza Court, Winter Springs, Florida 32708.
Connect with complementary legal, financial, and residential providers serving seniors in Winter Springs and Seminole County.
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
How to Find the Right Financial Planner →
Checklist for evaluating fiduciary credentials, fee structures, and SEC/FINRA records.
Financial Planning for Florida Seniors →
Strategies for retirement income, long-term care funding, and tax efficiency in Florida.
Florida Senior Property Tax Exemptions →
Homestead exemptions and Save Our Homes assessment caps for Florida senior homeowners.
Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.