Mokosak Advisory Group, LLC.
www.mokosakadvisorygroup.comSince our founding, Mokosak Advisory Group has acted as a trusted advisor in all aspects of our clients' financial lives. Successful medical professionals, widows/widowers, individuals and families work with us to: - Develop a comprehensive wealth management plan to help them reach their financial goals. - Preserve their wealth to have enough money to fund their lifestyle whether simple or extravagant. - Design and implement strategies to make work "optional". - Find ways to cut the tax burden from income tax to capital gains tax to estate tax. - Obtain an independent second opinion from a top wealth management firm.
Read moreSince our founding, Mokosak Advisory Group has acted as a trusted advisor in all aspects of our clients' financial lives. Successful medical professionals, widows/widowers, individuals and families work with us to: - Develop a comprehensive wealth management plan to help them reach their financial goals. - Preserve their wealth to have enough money to fund their lifestyle whether simple or extravagant. - Design and implement strategies to make work "optional". - Find ways to cut the tax burden from income tax to capital gains tax to estate tax. - Obtain an independent second opinion from a top wealth management firm.
Read moreCountry
State
Iowa
City (Headquarters)
Urbandale
Employees
1-10
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Associate Financial Planner
Email ****** @****.comPhone (***) ****-****
Technologies
(19)