Build A Retirement Plan In Your Best Interest
With Financial Advice Tailored To Pre-Retirees


How to De-fuse the 401k/IRA Tax Time Bomb So YOU Can Reduce Taxes In RETIREMENT


Empowering You to Reach Your Financial Goals

MoKan Wealth was created with the mindset that people are unique and deserve more than stack of statement and diversified pie chart. I will work with you to understand your individual situation and build a customized plan that suits your needs and goals.

Whether you are +10 years away from retirement or already retired, you should have a written plan with specific numbers and action items. A holistic plan will consider how Income, Investment, Tax, Healthcare and Legacy decisions all impact each other.

Does this sound like you?

  • You value financial & tax planning advice

  • You want to make sure you have a solid plan in place to plan for your retirement

  • You have saved a majority of your savings in TAXED LATER accounts

  • You want help navigating to and through retirement

  • You are a diligent saver, and want to focus your time on your career and family