Individuals
& Families
We understand that your goals may not just
be your own.
When it comes to individuals and families, no two are alike. For more than 25 years,
we have guided our clients through challenging financial transitions and helped them achieve what is truly most important to them. If you have lost a family member, are looking to start a new business or career, or are simply seeking financial independence, you can rely on Mokosak Advisory Group to answer all your financial questions for today and tomorrow. Our process allows our clients to pass their legacy on to the next generation, and not just in the form of money, but through charitable giving, the family’s mission, and the values and experiences that have shaped who they are today. No matter what your vision may hold for the future, the Wealth Management Advisors at Mokosak Advisory Group will identify your strengths and weaknesses, and help you achieve what is truly most important to you.
Our Process for Individuals & Families
RoadMap for an Abundant Life®
Trust is at the heart of any financial relationship, especially when you have others depending on you. We pride ourselves on empowering you and your family with the knowledge and tools to optimize your finances for generations to come and 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
