HOME - MOKAN Wealth Management

Comprehensive Retirement Planning For Individuals Over Age 50

RETIREMENT-FOCUSED • FIDUCIARY • FEE-ONLY ADVISOR

WHY IS MOKAN WEALTH MANAGEMENT DIFFERENT?

Because not all Financial Advisors are created equal

FIDUCIARY

We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. 

TAX-FOCUSED

Tax planning is one of the most critical parts of your retirement, but this aspect is often underappreciated by most financial advisors. Ignoring tax planning is a great way to leave dollars on the table.

FEE-ONLY

No commissions, kick-backs or sales incentives, ever. We prioritize your goals and match that with completely unbiased financial advice. Advice that best serve you, free from restrictions and agendas of a big wire house or institution.

COMPREHENSIVE

You deserve more than a stack of statements and a diversified pie chart. Our personalized advice is not limited to investing. We believe the cornerstone of financial planning is a holistic approach that considers taxes, order of withdrawals, and your investments.

CUSTOM

Everyone’s financial situation is different. You deserve advice and a plan tailored to your goals, not some cookie cutter model or one-size fits all approach.

BOUTIQUE

MOKAN Wealth Management prides itself on a unique and custom financial planning approach combined with institutional wealth management. We are not interest in working with just anyone and everyone. If you are looking for marble floors and a firm with thousands of clients, then we are not a good fit.

“Details matter. And managing them correctly may mean more income for you in retirement. Managing the details may get clients more”

Managing the details gets clients more – up to 3% more!

It’s called “Advisor Alpha,” and it’s the net returns comprehensive advice can garner for clients. According to Vanguard, the right ingredients can be managed to “add about 3% in net returns for the client.” Click Here

RETIREMENT PLANNING CASE STUDIES

(Note: These case studies are hypothetical, do not involve a MOKAN Wealth Management client, and should not be construed as a guarantee.)

When should we claim our Social Security?

Meet Mike and Jen

Both are age 62 and ready to retire; it’s time to make important decisions. When should they start Social Security? Can they afford to retire right away? How will they create income from their savings? Did they save enough?

Can We Retire?

Meet Mark and Sandy

Both are age 66 and ready to retire; it’s time to make important decisions. Both have devoted 25+ years to current employer and ready to move on to the next phase of life. The kids are through college, debts are paid off, and are soon be be grandparents.

I need to get organized

Meet Janet

Janet is 59 and realizes she has been a great saver, but needs to start investing with a purpose. She would like to maintain her lifestyle, enjoy time with family, and leave money for the kids. Janet has great tax diversification already, but wants to retire within the next 5 years.

CASE STUDY 1

CASE STUDY 2

CASE STUDY 3