Three Indications We’re a Good Fit
Age 50+ Pre-retirees & Retirees
We work best with people who are retired or very close to it (typically 10-15 years or less). Our clients understand the earlier you begin to prepare for retirement, the better off you’ll be. They are actively looking for the smartest way to approach the challenges of retirement and want comprehensive retirement guidance, not just an investment salesperson.
This allows us to tailor our service and expertise to the unique needs of our clients. We can help navigate this important and exciting time; advising on Social Security, timing and order of withdrawals, and limiting the overall tax liability on your investment income as you draw down assets.
Diligent Savers YOU’VE SAVE YOUR ENTIRE LIFE,
NOW IT’S TIME TO ENJOY IT.
While our clients don’t always consider themselves to be “rich”, thanks to a lifetime of diligent saving and frugal living they have accumulated investment portfolios of over $500,000. They are not interested in get-rich-quick schemes or looking to buy the next hot stock or fad. Their current plan consists of a stack of statements and a diversified pie chart.
Value Advice Expert Guidance
Our clients are looking for a trusted partner to help do the heavy lifting and put a plan in place to make the most of their retirement because they know their retirement is too important to manage alone. They want to delegate all of their retirement planning and investment management to us.
What You Will Get
Frequently Asked Questions
Q: How do you make money?
A: As a fiduciary, I start by designing a comprehensive retirement plan in your best interest. Kyle is a fee only advisor. No commissions, kick-backs or sales incentives, ever. I prioritize your goals and match that with completely unbiased and customized financial advice. Advice that best serve you, free from restrictions and agendas of a big wire house or institution. MOKAN Wealth primarily works with those who are looking to delegate over all of their investing and planning needs. Those individuals fall under a percentage of assets managed schedule which is disclosed during 2nd Visit.
Q: How are you different than other advisors?
A: You deserve more than a stack of statements and a diversified pie chart. My personalized advice is not limited to investing. I believe the cornerstone of financial planning is a comprehensive approach that considers taxes, order of withdrawals, and your investments. I am a fiduciary advisor. That means I must put my clients’ interest before my own by seeking the best terms and pricing. Always act in good faith, providing ALL relevant facts to clients. Labor to make sure all my advice is as accurate and thorough as possible. Avoid conflicts of interest. Avoid using a client’s asset to benefit myself, such as purchasing securities for my account before buying them for yours.
Q: How are you different than other big brokers like Wells Fargo, Edward Jones, etc..?
A: 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. MOKAN Wealth Management prides itself on a unique and custom financial planning approach combined with institutional wealth management. We are not interested 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.