Tax-First Retirement Planning for Self-Made 401(k) and IRA Millionaires.

Most financial advisors focus on investments. We focus on what you actually keep.
MOKAN Wealth Management is a fiduciary retirement planning firm based in Overland Park, Kansas. We work exclusively with self-made 401(k) and IRA millionaires within 10 years of retirement who are ready to move beyond the pie chart and build a real retirement plan.

Taxes touch every dollar you spend, every account you draw from, every benefit you collect, and every dollar you leave behind. Most retirement plans ignore that reality entirely. We built ours around it.

The Retire Ready Roadmap™
Our tax-first planning system connects income, investments, healthcare, and legacy into one coordinated retirement plan built specifically for your life. Not a template. Not a generic strategy. A plan built around your situation, your goals, and your timeline.

The Rothification Method™
Our proactive Roth conversion and tax diversification system is designed to systematically remove Uncle Sam from your retirement over time. The goal is not to convert as much as possible. It is to convert strategically, at the right time, in the right amount, for the right reasons.

Who We Work With

- Age 50 or older and within 10 years of retirement
- $2 million or more saved primarily in 401(k)s and IRAs
- Tired of generic investment advice and unanswered retirement questions
- Ready for a tax-first plan that addresses income, healthcare, legacy, and the nine tax surprises most advisors never discuss

It starts with a Fit Visit.

A simple, no-pressure conversation to see if we are the right fit for your retirement.
https://mokanwealth.com/get-started

MOKAN WEALTH MANAGEMENT

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MOKAN WEALTH MANAGEMENT

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