Our Process

Pyramid graph with Progressive Planning at top, Aggressive planning second, Offensive Planning third, Defensive Planning at bottom

Successful People are busy and can become caught in the distractions of paperwork, service work and the day to day activities which keep them on the path to continued success.

Without a precise process, accountability, and coordination, the personal and long-term goals to accomplish someday remain just that, goals to accomplish someday.

Mogul Wealth Strategies has a proven process allowing our clients to Think Bigger, Accomplish More for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus - Planning with a Purpose.

Disclosure

Kirk Quaschnick is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #1073789), AZ, CA (CA Insurance License #0I00890), CO, FL, GA, HI, IL, IN, KS, KY, LA, MA, MI, MO, NC, NM, NY, OH, OK, OR, SD, TN, TX, VA, WA, and WY. No insurance business may be conducted outside the states referenced.

Kirk Quaschnick is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14111 King Rd Ste 520, Frisco, TX, 75036, 214-420-7152. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MI, MO, NC, NM, NY, OH, OK, OR, PA, SD, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Kirk Quaschnick is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MI, MO, NC, NM, NY, OH, OK, OR, PA, SD, TN, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Kirk Quaschnick is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

MOGUL WEALTH STRATEGIES, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither MOGUL WEALTH STRATEGIES, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.