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Your First Conversation
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.
Get Started
Ready for a Tax-First Plan?
Complete the form to help us determine if we could be a good fit. If we are, you'll be able to access our calendar to schedule an intro call with our team. No obligation, just a straightforward conversation about your situation.
What Happens Next
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We review your answers
Our team reviews your situation to see if the Retire Ready Roadmap™ is the right fit before we ever get on a call.
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You receive a series of emails
We'll send helpful resources and next steps so you know exactly what to expect from the process.
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Walk away with clarity
Whether or not we work together, you'll leave the conversation with a clearer picture of your retirement.
What Couples Say After Switching to Tax-First Planning
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.
What to Expect
Your Retire Ready Roadmap™
The traditional advisor manages the portfolio. Your tax-first retirement planning system connects income, investments, healthcare, and legacy into one coordinated plan built around keeping more of what you saved, before you commit to anything.
- 2–3 Weeks2–3 Weeks
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Your Tax-First Retirement Plan
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.
1st commitment · One-time financial plan creation
2–3 Weeks2–3 Weeks03
Your Plan, Put to Work
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.
2nd commitment · Work with MOKAN ongoing
OngoingOngoing04
Your Plan, Kept Current
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.
Frequently Asked Questions
We work exclusively with married couples within 10 years of retirement who have $2 million or more saved in 401(k)s and IRAs. Our clients did everything right. Now they want to make sure they keep what they built and give as little as possible to Uncle Sam.
Most came to us after realizing their previous advisor was managing the portfolio but not the retirement tax bill. They are ready to work with a team that puts taxes first and builds a coordinated retirement plan around their specific situation.
Ready to Keep More of What You Built?
MOKAN Wealth is currently accepting new clients.