At Mossakowski & Nichols Wealth Management, LLC we work as your personal financial & investment advisor offering you a wide range of services and products such as financial planning, retirement services, insurance services, wealth management, financial services and accredited fiduciary. We serve clients from Frisco, TX and Plano, TX as well as the surrounding communities.

Our Process

Our Process

A strong planning process is the best way to create a financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, plans for the future, and does so in a tax efficient manner. It is our goal to assist you in building a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

Our 5 Step process will help you achieve

Step 1 – Introduction – In this meeting we will get to know you, your goals, objectives and what is important to you. We will also introduce our firm, our process and our philosophy.

Step 2 – Organize – In this meeting we will do a thorough analysis, gather information and begin to formulate a plan.

Step 3 – Formalize – We will present an investment policy statement, provide disclosures and outline appropriate strategies to achieve your goals and objectives.

Step 4 – Implement – In this step we will implement the investment policy statement with appropriate money managers, funds, or other investment vehicles.

Step 5 – Monitor – On an ongoing basis, we will monitor the appropriate strategies outlined in the investment policy statement.

Securities and Advisory Services offered through Prospera Financial Services, Inc., Member FINRA/SIPC

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