Financial Planning & Tax Services

What we do for our clients

MOK Financial Planning & Tax, Inc. is an investment adviser in LOCATION. MOK Financial Planning & Tax, Inc. is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. MOK Financial Planning & Tax, Inc. only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of MOK Financial Planning & Tax, Inc. current written disclosure brochure filed with the SEC which discusses among other things, MOK Financial Planning & Tax, Inc. business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov.

Please note, the information provided in this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to the disclosure and offering documents for further information concerning specific products or services.

Nothing provided in this website constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.

This website may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as; “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential” and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio's operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. None of MOK Financial Planning & Tax, Inc. or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances. All statements made herein speak only as of the date that they were made.

Certain hyperlinks or referenced websites on the Site, if any, are for your convenience and forward you to third parties’ websites, which generally are recognized by their top‐level domain name. Any descriptions of, references to, or links to other products, publications or services does not constitute an endorsement, authorization, sponsorship by or affiliation with MOK Financial Planning & Tax, Inc.  with respect to any linked site or its sponsor, unless expressly stated by MOK Financial Planning & Tax, Inc. Any such information, products or sites have not necessarily been reviewed by MOK Financial Planning & Tax, Inc. and are provided or maintained by third parties over whom MOK Financial Planning & Tax, Inc. exercise no control. MOK Financial Planning & Tax, Inc. expressly disclaim any responsibility for the content, the accuracy of the information, and/or quality of products or services provided by or advertised on these third party sites.”