RETIREMENT PLANNING

COMPREHENSIVE RETIREMENT PLANNING FOR INDIVIDUALS OVER AGE 50 

MOKAN Wealth provides a custom-tailored comprehensive planning approach to our clients.  This may be a new term for many people exploring retirement planning.  The WEALTH MANAGEMENT BLUEPRINT is a best interest process that considers your income, tax bracket capacity, retirement goals, and current assets to create a retirement plan that is customized for you.   

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

WHAT YOU GET

  1.  Step-by-step instructions to optimize your Social Security benefits.  
  2.  Advice on how to allocate and locate your assets to reduce taxes and other costs.  
  3.  Comparisons showing estimates of how long your portfolio will last based on factors you can control.  
  4.  Outline of how to strategically withdraw money from your accounts.  
  5.  Simple schedules showing how to create income from your savings.  
  6.  The Advisor Alpha or ongoing value add of working with Kyle. 
  7.  A tailored plan to help reach your goals and address top concerns.
START MY RETIREMENT PLAN

Disclosure: This example is for illustrative purposes only and does not take into account your particular circumstances.