IS MOKAN WEALTH A RIGHT FIT?
– You are looking to partner with someone to do the heavy lifting and help put a plan in place to make the most out of your retirement.
– You’re looking for independent, fiduciary advice to answer the tough questions and “what ifs”.
– You are a diligent saver, and want to focus your time on your career, family, and retirement.
– You value investment, income, and tax planning advice – as it lets you look at all areas of your retirement goals.