MOKAN Wealth Management

Overland Park, KS

How We Help

Our Services and Process

Learn more about how we help our clients. 

Our Services 

  • Retirement planning
  • Investment management
  • Tax-efficient planning
  • Income planning

Retirement Planning

Our retirement planning includes:

  • Aligning all the moving parts of your financial life to create a successful retirement
  • Employer benefit guidance
  • Turning your retirement savings into a reliable check
  • Ongoing tax-efficient planning to reduce your long-term tax bill
  • How to maximize your social security

A retirement plan is a living and breathing document, not a one-time plan. We use an advanced retirement planning software to build your plan, monitor, and adjust for life’s unknowns, and communicate the results with you in plain English.

Investment management

Our investment management focuses on cash flow, not chasing returns

  • Create reliable a reliable income stream using dividend stocks
  • Keep costs low by utilizing individual stocks
  • Low turnover and tax-efficiency
  • Driven by academic research and quantitative analysis
  • Avoid market timing and crystal ball investing

Tax-Efficient Planning

Our tax planning services aim to keep taxes low today and in retirement

  • Ongoing tax return analysis — Free PDF Example
  • Annual Roth conversion strategy
  • Coordination & order of withdrawals (e.g. pension, social security, investment income)
  • Tax-loss harvesting
  • Social security maximization (show proper income to potentially keep more)

Income Planning

  • Turn your nest egg into a reliable income stream
  • Optimal social security claiming
  • Order of withdrawals (where am I going to get income from?)
  • Establish retirement income guardrails
    • What portfolio value would trigger a spending decline (in dollars)?
    • What portfolio value would trigger a spending increase (in dollars)?

Fee Overview

One Time Retirement Plan Creation Fee: $1700

Ongoing Tax-Efficient Retirement Planning & Investment Management: Varies from 1.5% – 1%

Contact Us

Our Process

10-14 Days →

I

Right Fit Discovery (Visit 1) Where You Are Now

Get Organized

  • Learn more about you
  • Establish goals & priorities
  • Current investments
  • Current tax plan
  • Our retirement planning approach & services
  • Are we a right fit?

10-14 Days →

II

Roadmap Delivery (Visit 2) Where You Want to Go

Take Action &
Work with MOKAN Wealth 

  • Retirement recommendations
  • Tax-efficient retirement strategies
  • Establish retirement income guardrails
  • Optimal social security claiming
  • Investment plan
III

Implementation (Visit 3) Put in Motion

  • Finalize investment plan
  • Coordinate tax & income plan
  • Transition update
  • Initial discussions: healthcare and legacy

10-14 Days →

IV

New Client Experience (Visit 4) Service & Support

  • New client experience
  • Create communication plan
  • Review retirement plan
  • Establish client portal
V

Repeat Ongoing Visits

  • Retirement plan adjustments
  • Monitor retirement income guardrails
  • Ongoing investment management
  • Review tax planning progress

Process Overview

Contact Us

Call Us

913-257-3991

Connect With Us

kyle@mokanwealth.com

Visit Us

14221 Metcalf Ave, Suite 102
Overland Park, KS 66223

Schedule a Right Fit Call

To determine if MOKAN Wealth is a good
fit, schedule a 20 minute call below.

Retire Ready Media

MOKAN Wealth is passionate about providing timely, relevant financial information for pre-retirees and retirees. To learn more about how to have a successful retirement and avoid costly mistakes, check out the links below.

Kyle Hammerschidt

Kyle Hammerschidt

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!

Charles Schwab

MOKAN Wealth Management has selected Charles Schwab & Co., Inc. as the primary custodian for our clients’ accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services to help serve our clients. Charles Schwab & Co, Inc. has more than 30 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-only investment advisors and their clients.

CreativeOne Wealth

MOKAN Wealth Management has selected CreativeOne Wealth for RIA back office support. CreativeOne Wealth operates under the fiduciary standard for MOKAN Wealth clients and is responsible for compliance, trading, and billing.

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

Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Advisor.  CreativeOne Wealth, LLC and MOKAN Wealth Management are unaffiliated entities.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that MOKAN Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

We are not rendering or offering to render personalized investment advice or financial planning advice through this website. This website is limited to the dissemination of general information on MOKAN Wealth Management services offered and provides an efficient mechanism in which a prospective client may contact the advisor. Advice can only be rendered within the context of an executed investment advisory and/or financial planning contract between the client and the advisor.