I became an Investment Advisor Representative professional in order to help others pursue their goals. I do my best to keep it simple, so no fancy jargon or investment terms. It’s all about your vision of retirement and how I can help you on your way to a successful financial future.

The Mokan Wealth Management Philosophy

The MoKan Blueprint is a best interest planning process that considers your income, tax bracket, retirement goals, estate plans and currents assets to create a holistic plan that is customized for you.

A holistic financial plan in your best interest must consider the tax efficiency of your retirement savings. Kyle refers to this process as the Tax Management Journey.

The Tax Management Journey

A proper investment plan requires more than just a risk- tolerance questionnaire. There are many factors that go into designing how your investments should be allocated, so Kyle takes the time up front with his Blueprint process to have the best opportunity of meeting your goals and objectives. For instance, understanding your income tax bracket, current and future income sources (Social Security, pension, or rental income) plays a critical role in designing your Retire Ready Bucket Plan.

Kyle’s mission is to provide his clients with tailored strategies to meet their unique goals. His goal is to provide clients with clarity, to educate, and help achieve their financial goals.

The MoKan Blueprint uses your funnels to fill up the Now, Ready, and Later Buckets.

A holistic financial plan in your best interest must consider the tax efficiency of your retirement savings. Kyle refers to this process as the Tax Management Journey.

  1. Categorize your money by tax impact

  2. Understand the order of money

  3. Measure your tax bracket capacity

  4. Allocate tax sensitive assets

  5. Avoid marginal tax traps

  6. Gifting strategies

  7. Pay now vs. pay later

  8. Manage your dynamic bracket