01
Fit
We learn about your goals and the questions keeping you up at night. No plan is built until both sides say yes.
1st commitment · One-time financial plan creation
Lee's Summit, MO
Retirement Planning in Lee's Summit
Lee's Summit families reach retirement with strong savings and questions about making it last. We build a Retire Ready Roadmap™ that answers them, tax strategy first.
Why Lee's Summit
Planning built for Lee's Summit retirees
Jackson County · about 30 minutes southeast
Lee's Summit has grown into one of the metro's most popular places to retire, and many residents arrive with rollover IRAs from careers elsewhere. Consolidating and coordinating those accounts under one tax plan is often the first thing we do.
Who We Help
Is this you?
01
Age 50+ and within 10 years of retirement
02
$2M or more saved, mostly in 401(k)s and IRAs
03
Ready to delegate planning to a fiduciary team
What to Expect
Your Retire Ready Roadmap™ Timeline
Most firms start by moving your money. We start by building your plan. A planning-first approach designed to give you real answers before you commit to anything long-term.
- 2–3 Weeks2–3 Weeks
02
Plan
We align your retirement paycheck, The Rothification Method™ tax strategy, healthcare, investments, and legacy into one coordinated plan, so every piece works with the others.
2nd commitment · Work with MOKAN ongoing
2–3 Weeks2–3 Weeks03
Action
After you decide to partner with MOKAN Wealth, we execute your Retire Ready Roadmap™. Your accounts move here, we handle the transfer details, and you approve each step.
OngoingOngoing04
Your Retirement System
Retirement doesn't end with an initial plan. Regular strategy visits and adjustments keep your Roadmap aligned as life, markets, and tax laws change.
What Lee's Summit-area clients say
MOKAN Wealth Management has not offered compensation for the testimonials featured. The displayed testimonials have been chosen from a spectrum of client feedback. To the best of our understanding, there are no other conflicts of interest associated with these testimonials.