Since our founding, Mokosak Advisory Group has acted as a trusted advisor in all aspects of our clients' financial lives. Successful medical professionals, widows/widowers, individuals and families work with us to:
- Develop a comprehensive wealth management plan to help them reach their financial goals.
- Preserve their wealth to have enough money to fund their lifestyle whether simple or extravagant.
- Design and implement strategies to make work ''optional''.
- Find ways to cut the tax burden from income tax to capital gains tax to estate tax.
- Obtain an independent second opinion from a top wealth management firm.