Mokosak Advisory Group, LLC.

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.

Website: mokosakadvisorygroup.com

Employees: 5 - 9

HQ: 515-223-5404

Location: Urbandale, IA, US

Revenue: Not Available

Investment Coaching Financial Planning Insurance Coaching Wealth Management Retirement Planning Portfolio Management Tax Planning Estate Planning Business Planning Business Exit Strategy Planning Education Planning Philanthropic Planning

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