Executives &
Business Owners
We’ll help you manage your finances, so you can
manage your business.
As a business owner or executive, keeping up with the day-to-day keeps you busy enough. However, planning for your own financial future is and should always be a priority, which is why the Wealth Management Advisors at Mokosak Advisory Group are here to help you navigate every stage of your financial life. Whether you are a business owner or manage a corporation, Mokosak Advisory Group has the experience to help you make informed and advantageous decisions now and throughout your retirement.
Our Process for Executives & Business Owners
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 as you approach retirement and beyond.
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
