MOKAN Wealth

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.

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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™

The traditional advisor manages your portfolio, not your tax bill. Your tax-first retirement plan connects income, investments, healthcare, and legacy into one coordinated system, built to keep more of what you saved, before you commit to anything.

  1. 01

    Your First Conversation

    Talk through your retirement goals and what's keeping you up at night. No commitment, no plan, no money moves. You decide if this is the right fit before anything else happens.

    See How Much You Could Keep

  2. 02

    Your Tax-First Retirement Plan

    Your Retire Ready Roadmap™ gets built: a complete retirement plan covering your income, taxes, healthcare, investments, and legacy. The Rothification Method™ drives the tax strategy, so you keep more of what you built.

    1st commitment · One-time financial plan creation

  3. 03

    Your Plan, Put to Work

    Once you decide to move forward, your Retire Ready Roadmap™ gets executed and every transfer detail gets handled for you. Nothing moves until you approve each step, so you stay in control from day one.

    2nd commitment · Work with MOKAN ongoing

  4. 04

    Your Plan, Kept Current

    Your plan keeps working as life, markets, and tax laws change. Regular check-ins adjust your strategy and keep you ahead of anything that could affect what you keep.

    See the Planning Process

Client Reviews

What Couples Say After Switching to Tax-First Planning

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.

Nearby

Retirement planning nearby

All Areas We Serve

FAQ

Frequently Asked Questions

  • This fits married couples within 10 years of retirement with $2 million or more saved in 401(k)s and IRAs. You did everything right, and now you want to keep what you built and pay as little as possible to Uncle Sam. Most clients arrive after a previous advisor managed the portfolio but never touched the tax bill.

Next Step

Ready to Keep More of What You've Built?

If you and your spouse have $2M or more in investable assets, a tax-first retirement plan helps you keep more of it, year after year.

See How Much You Could Keep