Podcast
Getting More Involved In Retirement Planning
Posted on March 11, 2021
14221 Metcalf Ave, Suite 102
Overland Park, KS 66223
To determine if MOKAN Wealth is a good
fit, schedule a 20 minute call below.
MOKAN Wealth Management is an Investment Advisor registered with the State of Kansas. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets, or developments mentioned. Please contact us at (913) 257-3991 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on the SEC’s website at www.adviserinfo.sec.gov.
MOKAN Wealth Management has selected Altruist as the primary custodian for our clients’ accounts. Having Altruist act as custodian for client assets provides us access to a wide range of services to help serve our clients. MOKAN Wealth Management & 3,000 other advisors have partnered with the all & one custodian, which is built for RIA’s.
Advisor 123 provides MOKAN Wealth with financial planning support & dividend portfolio management and strategy services.
This is a hypothetical example provided for illustrative purposes only; it does not represent a real-life scenario and should not be construed as advice designed to meet the particular needs of an individual's situation.
This is a hypothetical example provided for illustrative purposes only; it does not represent a real-life scenario and should not be construed as advice designed to meet the particular needs of an individual's situation.
This is a hypothetical example provided for illustrative purposes only; it does not represent a real-life scenario and should not be construed as advice designed to meet the particular needs of an individual's situation.
MOKAN Wealth Management is a registered investment adviser with the state of Kansas and Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.