Why MOKAN wealth?
Not all financial advisors and planning are created equal
The 6 MOKAN Wealth Standards
We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them.
Tax planning is one of the most critical parts of your retirement, but this aspect is often underappreciated by most financial advisors. Ignoring tax planning is a great way to leave dollars on the table.
No commissions, kick-backs or sales incentives, ever. We prioritize your goals and match that with completely unbiased financial advice. Advice that best serve you, free from restrictions and agendas of a big wire house or institution.
You deserve more than a stack of statements and a diversified pie chart. Our personalized advice is not limited to investing. We believe the cornerstone of financial planning is a holistic approach that considers taxes, order of withdrawals, and your investments.
Everyone’s financial situation is different. You deserve advice and a plan tailored to your goals, not some cookie cutter model or one-size fits all approach.
MOKAN Wealth Management prides itself on a unique and custom financial planning approach combined with institutional wealth management. We are not interest in working with just anyone and everyone. If you are looking for marble floors and a firm with thousands of clients, then we are not a good fit.