MOKAN Wealth Management expands tax-efficient retirement planning and investment management services
MOKAN Wealth, Overland Park’s innovative fee-based financial advisor, showcases its range of financial services to meet the needs of more pre-retirees and retirees
MOKAN Wealth’s Kyle Hammerschmidt challenges the status quo in the financial industry by properly informing investors about plans and instruments suited to their specific goals. In a related development, the company continued to expand its offerings of independent advice and investment solutions, as well as financial planning.
“Unlike many financial advisors or salespersons affiliated with banks, brokerages or insurance companies, MOKAN Wealth is regulated solely as trustees. This means that we are ALWAYS required to act in YOUR best interests..” – Kyle Hammerschmidt, Founder and Investment Advisor Representative, MOKAN Wealth Management.
One of the main challenges faced by millions of people around the world, regardless of age or gender, is ensuring their financial well-being. Over the years, several financial advisors and similar service providers have emerged promising their clients incredible returns on their investments, without necessarily delivering on the promises. However, Kyle aims to change that narrative with MOKAN Wealth and the range of services offered.
MOKAN Wealth adopts a holistic plan to provide a comprehensive financial strategy to help clients achieve freedom and peace of mind. Financial advisors have the experience and expertise required to cover different aspects of financial planning, with categories of services offered such as investment management and dividend investing, retirement planning, tax planning, including retirement taxes, benefits, social security and a host of others.
The comprehensiveness of the strategies offered by MOKAN Wealth and the quality of the services continue to attract the company to clients of all age groups.
For more information about MOKAN Wealth and the range of services offered, visit – www.mokanwealth.com. MOKAN Wealth also has a growing online community on social media including Facebook, LinkedIn and Twitter.
Investment advisory services offered by persons duly registered through CreativeOne Wealth, LLC, a registered investment adviser. CreativeOne Wealth, LCC and MOKAN Wealth Management are unaffiliated entities.
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