Medical
Professionals
It may be time for a financial checkup.
As a healthcare professional, you know better than anyone that keeping up with the
demands of your career and your patients takes precedence over almost everything else. With Mokosak Advisory Group by your side, it doesn’t have to be that way. You can rely on our dedication to help you obtain a baseline of your unique financial situation and design strategies for you to be confident in the health of your financial future.
Our Process for Medical Professionals
RoadMap for an Abundant Life®
Trust is at the heart of any financial relationship. We pride ourselves on empowering medical professionals like you with the knowledge and tools to optimize your finances and secure your financial future.
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
