At MOKAN Wealth, we don’t try to be all things to all people. We are experts at helping people get to and through retirement confidently and successfully. Outlined below are the type of clients we do our best work for and best suited to partner with.
Age 50+ Pre-retirees & Retirees
We work best with people who are AGED 50+, retired or very close to it (typically 10-15 years or less). Our clients understand the earlier you begin to prepare for retirement, the better off you’ll be. They are actively looking for the smartest way to approach the challenges of retirement and want comprehensive retirement guidance, not just an investment salesperson.
Diligent Savers YOU’VE SAVED YOUR ENTIRE LIFE, NOW IT’S TIME TO ENJOY IT.
While our clients don’t always consider themselves to be “rich”, thanks to a lifetime of diligent saving and frugal living they have accumulated investment portfolios of over $500,000. They are not interested in get-rich-quick schemes or looking to buy the next hot stock or fad. Their current plan consists of a stack of statements and a diversified pie chart.
Value Advice Expert Guidance
Our clients are looking for a partner to help do the heavy lifting and put a plan in place to make the most of their retirement BECAUSE THEY KNOW THEIR RETIREMENT IS TOO IMPORTANT TO MANAGE ALONE. They want to delegate all of their retirement planning and investment management to us.
Nice People This is a longterm relationship
As important as it is to find a retirement-focused, fee only, financial advisor, the fit should be mutual on both ends. We’ve built MOKAN Wealth by working with clients who are nice people and want to place their trust in a competent advisor. Unsure if MOKAN Wealth is the right fit? Not a problem, we still encourage you to reach out. Our goal is to help everyone we connect with find a good solution for their planning needs, whether that is working with us or someone else.
Example Case Studies