Mokosak Advisory Group, LLC.

www.mokosakadvisorygroup.com

Since 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.

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Since 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.

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Country

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State

Iowa

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City (Headquarters)

Urbandale

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Employees

1-10

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Associate Financial Planner

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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