At MOKAN Wealth Management, we provide tax-efficient retirement planning and investment management for pre-retirees.
The 6 MOKAN Wealth Standards:
Fiduciary
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-Focused
Tax planning is one of the most critical parts of your retirement, but this aspect is often under-appreciated by most financial advisors. Ignoring tax planning is a great way to leave dollars on the table.
Fee-Only
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.
Comprehensive
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.
Custom
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.
Boutique
MOKAN Wealth Management provides a unique and custom planning approach and wealth management. If you are looking for marble floors and a firm with thousands of clients, then we are not a good fit.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. MOKAN Wealth Management is an Investment Advisor registered with the State of Kansas. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 14221 Metcalf Ave, 102,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.mokanwealth.com
- Keywords
- Overland Park.
- HQ
- Overland Park, Kansas
Mokan Wealth Management Questions
Mokan Wealth Management's website is http://www.mokanwealth.com
Mokan Wealth Management's LinkedIn profile is https://www.linkedin.com/company/mokanwealth
Mokan Wealth Management has
4 employees.
View email and phone details for 4
employees at Mokan Wealth Management.
Mokan Wealth Management's industry is
Financial Services
Mokan Wealth Management's top competitors are
Keep It Simple Financial Planning,
Ara Insurance Services,
Beyond Wealth,
Aspyre Wealth Partners®,
Quinn,
Midwest Public Risk,
Retirement Solutions Group,
Peterson Media Group,
Evans Surgical,
Creativeone.
Mokan Wealth Management's categories are Financial Services
Mokan Wealth Management's founding year is 2013
