Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity.
14221 Metcalf Ave, Suite 102
Overland Park, KS 66223
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MOKAN Wealth is passionate about providing timely, relevant financial information for pre-retirees and retirees. To learn more about how to have a successful retirement and avoid costly mistakes, check out the links below.
MOKAN Wealth Management has selected Charles Schwab & Co., Inc. as the primary custodian for our clients’ accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services to help serve our clients. Charles Schwab & Co, Inc. has more than 30 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-only investment advisors and their clients.
MOKAN Wealth Management has selected CreativeOne Wealth for RIA back office support. CreativeOne Wealth operates under the fiduciary standard for MOKAN Wealth clients and is responsible for compliance, trading, and billing.
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.
Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Advisor. CreativeOne Wealth, LLC and MOKAN Wealth Management are unaffiliated entities.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that MOKAN Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
We are not rendering or offering to render personalized investment advice or financial planning advice through this website. This website is limited to the dissemination of general information on MOKAN Wealth Management services offered and provides an efficient mechanism in which a prospective client may contact the advisor. Advice can only be rendered within the context of an executed investment advisory and/or financial planning contract between the client and the advisor.