Let us plan for you.
The wealth management experience you deserve.
A wealth management firm you can trust.
As fiduciaries, your interests always come first. We want to understand where you’ve been, and it’s our goal to help you get to where you want to go.
Who We Serve
& Families
Individuals
& Families
Life is full of transitions. You can rely on us to help you understand your options.
Professionals
Medical
Professionals
We understand the stress of your profession. We are here to help you make work optional.
& Business
Owners
Executives
& Business
Owners
We can help you plan for your financial future so you can focus on your career and business.
Participants
ESOP
Participants
Whether you are looking to retire or are already there, we can help you secure a fulfilling retirement and protect your wealth.
Our Process
RoadMap for an Abundant Life®
Trust is at the heart of any financial relationship. We pride ourselves on empowering you with the knowledge and tools that will optimize your finances to help you feel at ease in new or challenging transitions.
DISCOVERY MEETING
Discover what is most important to you
FINANCIAL
PLAN & PORTFOLIO
ANALYSIS
MEETING
Present your Plan and our recommendations
MUTUAL COMMITMENT MEETING
Set expectations and execute your Investment Policy Statement
FOLLOW-UP MEETING
Organize your account paperwork and establish secure electronic account access
ONGOING
REVIEW & EDUCATION MEETINGS
Review your goals and advanced planning strategies
Prepare your Financial Plan based on what’s most important to you and analyze your investment portfolio to identify any gaps or opportunities.
ADVANCED PLANNING
AP = Wealth Enhancement + Wealth Transfer + Wealth Protection + Charitable Giving
We will conduct a comprehensive evaluation of your advanced planning needs, and in collaboration with your professionals or with our select team of professionals, provide solutions for moving forward.
WEALTH ENHANCEMENT: tax mitigation and cash flow planning
WEALTH TRANSFER: effectively transferring wealth, inside or outside of family
WEALTH PROTECTION: risk mitigation, legal structures, and transferring risk to insurance companies
CHARITABLE GIVING: maximizing charitable impact
Prepare your Financial Plan based on what’s most important to you and analyze your investment portfolio to identify any gaps or opportunities.
ADVANCED PLANNING
AP = Wealth Enhancement + Wealth Transfer + Wealth Protection + Charitable Giving
We will conduct a comprehensive evaluation of your advanced planning needs, and in collaboration with your professionals or with our select team of professionals, provide solutions for moving forward.
WEALTH ENHANCEMENT: tax mitigation and cash flow planning
WEALTH TRANSFER: effectively transferring wealth, inside or outside of family
WEALTH PROTECTION: risk mitigation, legal structures, and transferring risk to insurance companies
CHARITABLE GIVING: maximizing charitable impact
Our Team is Your Team
Life’s transitions can be overwhelming, but they
don’t have to be. Let us be your guide.
Frank Mokosak
CFP®, CAP®
is a Principal and Wealth Management Advisor. Frank began his career as a Wealth Management Advisor in 1995. Shortly thereafter, Frank recognized that he became more energized when he was helping clients discover what is truly most important to them. Helping clients through the Discovery Meeting and creating strategies to help them achieve their goals is Frank’s unique ability.
Frank Mokosak
CFP®, CAP®Partner and Wealth
Management Advisor
Ryan Page
CFP®
is a Wealth Management Advisor. Ryan develops customized plans around investment management, retirement planning, tax planning, college savings, and estate planning to push clients toward a life of abundance. Ryan is a graduate of Iowa State University, holding dual Bachelor’s Degrees in Finance and Management Information Systems with magna cum laude distinction. With a passion for endless learning and self-education, he is an active member of the Mid-Iowa Estate and Financial Planners Council and upholds the rigorous standards of the CFP Board as a CERTIFIED FINANCIAL PLANNER™ practitioner.
Ryan Page
CFP®, CFAPartner and Wealth
Management Advisor
Marty Kelly
CFP®
is a Wealth Management Advisor at Mokosak Advisory Group. Marty enjoys delivering a “Four Seasons” client experience and develops customized plans around investment management, retirement planning, tax planning, college savings and estate planning to move clients toward a life of abundance. With a never-ending drive to help those around him, he is an active member of the Financial Planners Association and upholds the rigorous standards of the CFP Board as a CERTIFIED FINANCIAL PLANNER™ practitioner. Marty is a sixth-generation Martin Joseph Kelly and loves college sports, golfing, and going for runs throughout the Des Moines area.
Marty Kelly
CFP®Wealth
Management Advisor
LIDDY CHERRY
has worked for Mokosak Advisory Group since 2004 and typically is the first person to greet you when you call or visit the office. Liddy specializes in client and administrative support for the entire office.
