If you're married, retiring within 10 years, and have $2 million or more saved for retirement, we help you keep more of what you've built and give less to Uncle Sam.
Based in Overland Park, serving Johnson County and the greater Kansas City metro.
MOKAN Wealth Management has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.
Most of your retirement savings sit in 401(k)s and IRAs
Your advisor focuses on investments and market forecasts, not retirement tax planning.
Nobody has explained how taxes will affect your retirement income.
Your Roth conversion window is open and nobody has talked to you about it.
If this sounds like you, you're exactly who we work with.
Most couples with $2 million or more in 401(k)s and IRAs have never had real answers to these questions. That changes here.
What to Expect
Most advisors manage investments. We build a tax-first retirement plan that gives you real answers about your income, your taxes, and exactly how much you could keep before you commit to anything.
01
Talk through your retirement goals and the questions keeping you up at night. No commitment, no plan, no money moves. You decide whether MOKAN is the right fit before anything else happens.
1st commitment · One-time financial plan creation
02
We build your Retire Ready Roadmap™, a complete retirement plan covering your income, taxes, healthcare, investments, and legacy. The Rothification Method™ drives the tax strategy so you keep more of what you built.
2nd commitment · Work with MOKAN ongoing
03
Once you decide to move forward, we execute your Retire Ready Roadmap™ and handle every transfer detail ourselves. Nothing moves until you approve each step, so you stay in control from day one.
04
Your plan keeps working as life, markets, and tax laws change. We meet regularly to adjust your strategy and stay ahead of anything that could affect what you keep.
Featured In
MOKAN Wealth writes for Kiplinger every month on the retirement tax topics most advisors skip: Social Security timing, Roth conversions, IRMAA, and everything else that determines how much of your savings you actually get to keep.
Monthly Contributor
Kyle Hammerschmidt
Founder, MOKAN Wealth
Will Your Death Double Your Spouse's Tax Bill? 4 Ways Couples Should Prepare for the Widow's Penalty
Read on KiplingerKiplinger · Taxes9 Tax Surprises Retirees Don't See Coming Until It's Too Late
Read on KiplingerKiplinger · TaxesRetiring Early? ACA Subsidies Now Could Cause Tax Pain Later
Read on KiplingerCommon Questions
You have real questions about fit, fees, and how this actually works. Here are straight answers to the ones we hear most.
We specialize in helping self-made 401(k) & IRA millionaires with $2M+ saved and within 10 years of retirement. Our clients value expert guidance because they know retirement is too important to navigate alone. Most are ready to fully delegate their financial planning and investment management to the MOKAN Wealth team.
Areas We Serve
Our office is in Overland Park, KS. We work with married couples across the Kansas City metro who have $2 million or more saved for retirement, and with clients nationwide. Every plan we build puts taxes first, so more of what you saved stays yours.
Everything we do at MOKAN Wealth starts with a plan. This book is where that plan begins. The Retire Ready Roadmap™ walks 401(k) and IRA millionaires through the tax-first retirement system we use with every client, so you can retire with clarity, not just a portfolio.
MOKAN Wealth is currently accepting new clients.
