Mokan Financial
Finance · Kansas, United States · 1-10 Employees
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Overview
Headquarters
10560 Barkley St Ste 315, Overland Park,...Phone Number
(913) 257-3991Website
www.mokanwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
1
1
1
1
1
About Mokan Financial
MOKAN Wealth Management is a fee-only fiduciary firm specializing in retirement and tax planning for clients aged 50 and above, particularly those with over $2 million in savings. They provide personalized financial advice without commissions or sales incentives, focusing on clients' goals and ongoing support. Their services include investment management, Social Security timing, tax planning, and estate planning. MOKAN aims to help self-made 401(k) and IRA millionaires optimize their retirement strategies while ensuring a high level of client care and respect.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Mokan Financial
<$5M
1-10
Private
-
2013
N/A
Company Profile Activity
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MOKAN Wealth Management is a fee-only fiduciary firm specializing in retirement and tax planning for clients aged 50 and above, particularly those with over $2 million in savings. They provide personalized financial advice without commissions or sales incentives, focusing on clients' goals and ongoing support. Their services include investment mana... Read More
