Mokan is a registered fiduciary planning firm with offices located in Overland Park and Wichita.
This means that our firm is 100% Independent and not owned by, nor affiliated, with any insurance company, bank, or mutual fund family. This allows us to offer objective, unbiased advice without the hidden agenda or conflict of interest. We are fee based Fiduciaries, which mean that we are solely focused on our clients’ best interest.
We specialize in the distribution phase of our clients’ financial lives by providing Retirees and Pre-Retirees with proven strategies that deliver Security, Consistency, and Predictability in their Retirement, regardless of Stock Market volatility from year to year. There are so many ideas and strategies out there, our focus is to evaluate your goals and identify competitive advantages in your retirement planning process that, according to Vanguard and Morningstar, can add upwards of 31% of value to your retirement in comparison to conventional wisdom.