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The Retirement Planning Masterclass

You need a better plan, not a bigger balance.

Retire on time, reduce taxes, and withdraw enough to enjoy life. Our advisors can help you get the most from your retirement.

No cookie-cutter advice
Tax-focused financial planning
Experienced fiduciaries
We are a fee-only, boutique advisory firm dedicated to helping working-class Americans retire successfully.
More about us
We do our best work with retirement investors age 50+, with savings of $1-5M (excluding real estate)
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What we do

More than pie
charts and promises.

We take pride in giving personalized financial advice. Helping you do more with your hard-earned money.

We take the time to learn what matters most to you.

We design personalized plans that are tax-efficient and income-driven.

We will continually monitor and optimize your retirement plan.

Learn more about our services

What our clients are saying

Kyle has done a great job on our portfolio. He has thought of all potential issues the market can have and has safe guarded are portfolio. It very comforting to have those safe guards in place.

Scott Henry

Our experience with MOKAN Wealth Management has been excellent. Kyle Hammerschmidt has been extremely helpful positioning us for early retirement, creating an easy-to-understand roadmap.

Mark Grimes

We signed on with Mokan Wealth after attending Kyle's workshops a few years ago and were impressed with the knowledge and experience shared during those classes.

Doug and Liz W.

I feel confident and prepared for our future. Kyle is entrenched in the community and has a lovely family. I have shared our financial planning journey with many and hope that Kyle is able to help with their planning as he did ours.

Karen Pinney

Kyle has been wonderful with our family. We feel confident in working with him. Helped us focus on goals and how he’s going to help us reach them. We like is approach on increasing our investments while lowering our tax burden

Joanne Gomez

Kyle and his team are great to work with. No cookie cutter plans, he takes time to know you and your desires and explains things well. Great teacher... Only wish I started working with him sooner.

Jeff Grosse

If you ever have a question or want to learn more about something, he is very responsive and timely with a phone call, text or email. We get an update every week via email on our progress.

Brent Woods

Kyle has done a great job on our portfolio. He has thought of all potential issues the market can have and has safe guarded are portfolio. It very comforting to have those safe guards in place.

Scott Henry

Our experience with MOKAN Wealth Management has been excellent. Kyle Hammerschmidt has been extremely helpful positioning us for early retirement, creating an easy-to-understand roadmap.

Mark Grimes

We signed on with Mokan Wealth after attending Kyle's workshops a few years ago and were impressed with the knowledge and experience shared during those classes.

Doug and Liz W.

I feel confident and prepared for our future. Kyle is entrenched in the community and has a lovely family. I have shared our financial planning journey with many and hope that Kyle is able to help with their planning as he did ours.

Karen Pinney

Kyle has been wonderful with our family. We feel confident in working with him. Helped us focus on goals and how he’s going to help us reach them. We like is approach on increasing our investments while lowering our tax burden

Joanne Gomez

Kyle and his team are great to work with. No cookie cutter plans, he takes time to know you and your desires and explains things well. Great teacher... Only wish I started working with him sooner.

Jeff Grosse