MOKAN Wealth provides a custom-tailored comprehensive planning approach to our clients. This may be a new term for many people exploring retirement planning. The WEALTH MANAGEMENT BLUEPRINT is a best interest process that considers your income, tax bracket capacity, retirement goals, and current assets to create a retirement plan that is customized for you.
A retirement plan is a living and breathing document, not a one-time plan. We use an advanced financial planning software to build your plan, track its success rate, adjust for life’s unknowns, and communicate the results with you in plain English.