Who We Help
You've done everything right: stayed disciplined, saved consistently in your 401(k) and IRA. Now you're wondering how to turn your savings into a reliable retirement paycheck, so you know exactly when you can retire, the most you can safely spend, and how to keep more of it out of taxes.
Serving couples in Overland Park, Kansas City, and nationwide. See retirement planning near you.
Case Studies
See how the Retire Ready Roadmap™ has helped couples like you solve their biggest retirement challenges.
Kristen & Kevin · Ages 59 & 57
They'd built substantial savings, but had no way to know if the numbers actually supported retiring now, or if one more year would change everything.
Michael & Jennifer · Ages 61 & 63
Four years from retirement, with one window left to get the tax strategy right, and a lot of decisions stacking up at once.
Every couple's numbers are different. Book a fit visit to see what a tax-first retirement plan could mean for yours.
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.
Without a tax-first plan, these decisions can quietly reduce your retirement income, hand more of your Social Security back to Uncle Sam, and force you to sell more shares than you should.
The Retire Ready Roadmap™ is a retirement planning system that puts taxes first, connecting income, investments, healthcare, and legacy into one plan built around keeping more of what you've saved. The Rothification Method™ aligns every part of your financial life into one coordinated, tax-first retirement plan.
Common Questions
You have real questions about fit, fees, and how this actually works. Here are straight answers to the ones we hear most.
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.
MOKAN Wealth is currently accepting new clients.
