ESOP
Participants
You are invested in your company; we are
invested in your financial success.
As a participant of an Employee Stock Ownership Plan, your retirement is likely dependent
on the stock performance of the company. The Wealth Management Advisors at Mokosak Advisory
Group will guide you through the nuances of being an ESOP participant, such as deciding when to
diversify your ownership. Mokosak Advisory Group will assess your unique financial profile
and develop a plan, helping you live the retirement you have always dreamed of.
Our Process for ESOP Participants
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 as an ESOP participant to help you feel confident in your financial future.
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
