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
Liberty, MO
Retirement Planning in Liberty
Liberty households approaching retirement get tax-first planning built around their goals, not a product sale. If you have $2M or more saved, we help you protect and spend it wisely.
Why Liberty
Planning built for Liberty retirees
Clay County · about 35 minutes north
Many Liberty pre-retirees are Northland professionals with large employer-plan balances rolling over at retirement. We use the low-income years right after you stop working to convert to Roth before RMDs and Social Security raise your bracket.
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 Liberty-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.