Retirement-Focused, Fee-Only, Fiduciary Financial Advisor

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kyle@mokanwealth.com

Investment Advisory Services offered through Retirement Wealth Advisors, LLC (RWA) an SEC Registered Investment Advisor. MOKAN Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that MOKAN Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients.  We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interest, if any exist.  Please refer to our firm brochure, the ADV 2A page 4, for additional information. 

By using this site you agree to be bound by the terms of service defined therein. Retiree Inc. and its affiliated entities are not responsible for any loss that may result from utilizing a withdrawal strategy suggested through this site. Investing involves the risk of loss of capital. Retiree Inc. makes no guarantee as to the performance of any of the instruments or strategies used. By using this site, you are agreeing to the terms of this disclaimer and waive any and all right to any damages for any investment losses sustained hereafter.

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