A Warning System For Your Investments

Watch the video below to learn more about WealthGuard…
The best part? There is no-cost or obligation to you!

Why Investors Use WealthGuard

Manage all of your accounts

Monitor all of your investment accounts from one convenient and powerful dashboard, including advisor-manage, self-managed, and your 401k!

Take control of your investments

With WealthGuard, you decide your risk tolerance and asset allocation.  If you reach your WealthGuard percentage, you decide your plan of action.  If you want MOKAN Financial to assist, that is why we are here!

Help protect your retirement

When market changes affect your accounts, you’ll be the first to know, allowing you to make smart changes to your investment strategy.

Get WealthGuard today!

Step 1

Decide for yourself if you want to exlpore the possibilities of monitoring and helping protect your assets in these market conditions.

Step 2

Schedule below and we will get you set up right away.  No need to come in unless you want our help.  There is no-cost or obligation for WealthGuard.

Schedule Your Appointment Online

WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement.

There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages.

WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.