MOKAN Wealth Management

Overland Park, KS

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[Infographic] Why You Need an Estate Strategy

Posted on April 26, 2022

[Infographic] Why You Need an Estate Strategy

Kyle Hammerschmidt  | 

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913-257-3991

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kyle@mokanwealth.com

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14221 Metcalf Ave, Suite 102
Overland Park, KS 66223

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Retire Ready Media

MOKAN Wealth Management is an Investment Advisor registered with the State of Kansas. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets, or developments mentioned. Please contact us at (913) 257-3991 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on the SEC’s website at www.adviserinfo.sec.gov.

Kyle Hammerschmidt

Kyle Hammerschmidt

Founder/Investment Advisor Representative

Professional Focus

Since 2014, Kyle has helped pre-retirees reduce taxes, invest smarter, and retire on their terms. As MOKAN’s founder and principal advisor, he is our clients’ go-to partner for tax-efficient retirement planning and investment management. Whether he’s presenting to a room full of pre-retirees at a retirement workshop or visiting with clients one-on-one, his objective is to help others pursue their retirement goals in a way that supports their best interests.

Many of his clients previously worked with (what Kyle calls) “disguised financial advisors” who offered them a stack of statements, a diversified pie chart, hidden and confusing fee schedules—and no real plan. Kyle’s goal is to provide massive value to pre-retirees through comprehensive, tax-efficient retirement planning and investment management.

WHAT KYLE DOES DIFFERENTLY

Kyle believes the financial industry is structurally flawed, and consequently, pre-retirees are not properly educated or prepared for their transition into retirement. That’s why he takes a “K.I.S.S.” approach to planning—he makes everything as simple and straightforward as possible—meaning no surprises, no hidden fees, and no fancy jargon or investment terms.

PUBLICATIONS

Kyle has a distinct passion for retirement education, and from the start of his career, his objective has been to teach pre-retirees how to be proactive and take charge of their financial futures. In 2017, he founded Retire Ready Academy, an educational program that teaches pre-retirees and retirees about tax-efficient retirement planning, Social Security, and investment management. In 2020, he published his book, Retire Ready, and today he contributes regularly to Kiplinger and Rethinking 65.

THE KYLE NINE

  1. Kyle lives in Overland Park with his beautiful (and incredibly patient) wife Amy and their three young children, Jovee, Jace, and Jordyn.
  2. Kyle and Amy met while attending K-State but didn’t start dating until six years later when Amy was about to leave the country for two years.
  3. Kyle’s dog Murphy once ate 24 chocolate-chip cookies in one sitting—and lived to tell the tale!
  4. Kyle and Amy enjoy staying active and going to the gym together whenever possible. (Their biggest incentive? The gym’s free two-hour daycare.)
  5. When thinking of a name for his first child, Kyle remembered a unique name from the Christmas movie, Elf—and now Jovee Hammerschmidt is the new head of the household.
  6. Kyle has an incurable sweet tooth. He will never turn down a fresh batch of cookies or a trip to get ice cream.
  7. Kyle is an avid Dallas Cowboys fan and tries to attend the Thanksgiving Day game every year. When he was 12, he had heart surgery in a Cowboys-sponsored hospital and got to visit the players.
  8. His favorite date-night spots are Bristol and J. Gilbert’s.
  9. Kyle’s favorite place in the world is his home.
Megan Harris

Megan Harris

Office Manager

Professional

Megan joined MOKAN Wealth Management as the Office Manager in 2018.
She is responsible for working on all of the back-end aspects of the client experience, maintaining an efficient and organized office so that Kyle is able to focus on client relationships and providing our clients with the best service possible! She will be the first friendly face you see when you visit our office!

Megan graduated from Ottawa University, earning a BS in Human and Social Services, minoring in Marketing and going on to pursue her MBA in Marketing. Prior to working with MOKAN Wealth Management, she spent time working for a local school district and also worked for some time in the wellness/fitness industry.

Personal

Some of Megan’s community involvement includes volunteering with the YMCA to assist in raising funds for their Annual Mission Campaign and serving for a few years on the committee for the Young Friends of Olathe Health Charitable Foundation.

Megan grew up on a farm in the small town of Spring Hill, KS. She just recently moved to the Overland Park area. She has 3 children close by and a granddaughter who just celebrated her 1st birthday! In her spare time, she loves being outdoors, yoga, fitness, gardening, the arts, travel, playing with her 2 dogs- Kona and Luna, and spending time with friends and family!

Kolin Hayes

Client Services Advisor & Lead Paraplanner

Professional

Kolin is a graduate of the University of Kansas with a degree in Business Management. Prior to working at MOKAN Wealth Management, he worked in financial education. He is passionate about helping people with their money before and during retirement.

Personal

Kolin lives in Prairie Village with his fiancee Liz, and their two dogs, Aggie and Georgia. He was a long snapper at The University of Kansas, and enjoys running and watching sports. During the summer, he enjoys spending time at the Lake of the Ozarks.

Altruist

MOKAN Wealth Management has selected Altruist as the primary custodian for our clients’ accounts. Having Altruist act as custodian for client assets provides us access to a wide range of services to help serve our clients. MOKAN Wealth Management & 3,000 other advisors have partnered with the all & one custodian, which is built for RIA’s.

Advisor 123

Advisor 123 provides MOKAN Wealth with financial planning support & dividend portfolio management and strategy services.

Derek

Derek Prusa, CFA, CFP®

Derek

Benjamin Webster, CFP®

Derek

Andrew VanDerSchaaf, CPA

Thinking About Retirement

Meet Mark and Susan

How We Helped

  • Retirement Planning

  • Investment Management

  • Employer benefit

  • Tax Planning

  • Social Security Maximization

  • Income Planning

This is a hypothetical example provided for illustrative purposes only; it does not represent a real-life scenario and should not be construed as advice designed to meet the particular needs of an individual's situation.

Enjoying Retirement

Meet Bill and Martha

How We Helped

  • Retirement Planning

  • Investment Management

  • Tax Planning

  • Legacy Planning

  • Income Planning

This is a hypothetical example provided for illustrative purposes only; it does not represent a real-life scenario and should not be construed as advice designed to meet the particular needs of an individual's situation.

Work Optional

Meet Carrie

How We Helped

  • Retirement Planning

  • Investment Management

  • Tax Planning

  • Legacy Planning

  • Income Planning

This is a hypothetical example provided for illustrative purposes only; it does not represent a real-life scenario and should not be construed as advice designed to meet the particular needs of an individual's situation.

Disclaimer

MOKAN Wealth Management is a registered investment adviser with the state of Kansas and Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.