We’re fee-only fiduciaries who truly care about your success. No commissions, kick-backs or sales incentives—ever. We prioritize your goals, providing ongoing financial advice that serves you best.
Retirement planning can be daunting. But when it’s done well, it can lead to years of peace and fulfillment. At MOKAN Wealth, we’re proud to help hard-working people achieve this feeling in retirement.
We’re changing the way clients think about retirement planning. When you partner with us, you’re more than just a number. You can invest with us because we invest in your first.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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
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.
Paying taxes could be your largest expense in retirement. Shouldn’t you have an expert to guide you? Many financial advisors won't or can't review your tax return. The lifetime tax savings could amount to hundreds of thousands for you and your family.
Build a plan that allows you to manage spending levels by age, and actually enjoy retirement. We want you to know how much your investment portfolio would have to rise or fall before we’d need to discuss a potential increase or decrease to your monthly spending amount.
After a lifetime of saving, it’s time to let your money do all the work. Answer a few questions to see if we should work together and schedule a time to talk.
