MOKAN Wealth Management
Helping Self-Made 401(k)/IRA Millionaires Avoid The 7 Hidden Tax Surprises
MOKAN Wealth Management · Overland Park, Kansas
Is this you, Kyle?
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About
We Help 401(k) & IRA Millionaires Keep More and Pay Less in Taxes.
The Five Seed System™ : A retirement planning system specifically for Self-Made 401(k)/IRA Millionaires. Designed to help avoid the 7 tax surprises, spend more in early retirement, and take a complete-picture approach.
Getting you to and through retirement is a big responsibility, one that we do not take lightly. We manage the details so you can get back to living your life.
Who they serve
- High earners
- Ultra high net worth
- Pre-retirees
Services
- Financial Planning
- Investment Management
- Social Security Planning
- Retirement Planning
- Portfolio Rebalancing
- Tax Strategy
- Wealth Management
- Portfolio Management
- Cash Flow Planning
Structured record
| Name | MOKAN Wealth Management |
|---|---|
| Firm | MOKAN Wealth Management |
| Location | Overland Park, Kansas |
| Fee model | Percentage of Assets (AUM) · One-Time Financial Planning Fee |
| AUM | $100M - $500M |
| Founded | 2015 |
| Firm size | 2 - 5 employees |
| Affiliation | Independent RIA |
| Designations | Series 65 |
| Investment approach | Passive management |
| Website | https://www.mokanwealth.com/ |
| https://www.linkedin.com/in/kylehammerschmidt/ |
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Specialties
- Retirement planning