Retirement requires a system. We help you build one.
We built MOKAN Wealth because the traditional financial advice model wasn’t designed for today’s 401(k) and IRA millionaires.
I built MOKAN Wealth because most people get handed a risk tolerance questionnaire and a pre-built investment model and are told that's a plan. It's like going to a doctor who never runs bloodwork, never asks about your lifestyle, and only sees you once a year to say you look good. That kind of surface-level advice leaves you guessing about some of the most important financial decisions of your life.
Kyle Hammerschmidt
Retirement requires a system. We help you build one.
We built MOKAN Wealth because the traditional financial advice model wasn’t designed for today’s 401(k) and IRA millionaires.
I built MOKAN Wealth because most people get handed a risk tolerance questionnaire and a pre-built investment model and are told that's a plan. It's like going to a doctor who never runs bloodwork, never asks about your lifestyle, and only sees you once a year to say you look good. That kind of surface-level advice leaves you guessing about some of the most important financial decisions of your life.
Kyle Hammerschmidt
Retirement Requires A System. We help you build one.
We built MOKAN Wealth because the traditional financial advice model wasn’t designed for today’s 401(k) and IRA millionaires.
I built MOKAN Wealth because most people get handed a risk tolerance questionnaire and a pre-built investment model and are told that's a plan. It's like going to a doctor who never runs bloodwork, never asks about your lifestyle, and only sees you once a year to say you look good. That kind of surface-level advice leaves you guessing about some of the most important financial decisions of your life.
Kyle Hammerschmidt
We don’t ignore Uncle Sam
Most pre-retirees have built their retirement savings inside 401(k)s and IRAs. That's great. But it means Uncle Sam is still a silent partner in your retirement, waiting to take a chunk of your assets as soon as you start drawing on those accounts.
We don’t ignore Uncle Sam
Most pre-retirees have built their retirement savings inside 401(k)s and IRAs. That's great. But it means Uncle Sam is still a silent partner in your retirement, waiting to take a chunk of your assets as soon as you start drawing on those accounts.
Your Retire Ready Roadmap™
A tax-first retirement planning system built to answer the retirement questions that keep you up at night. Taxes touch every part of retirement. Most plans ignore that. The Retire Ready Roadmap™ uses our Rothification Method™ to connect income, investments, healthcare, and legacy into one coordinated, tax-proof plan.
Don't Take Our Word for It
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.
Why Choose MOKAN
You want a relationship, not just a transaction.
Our clients are never just a number. They are long-term relationships. We intentionally serve a select number of households so we can provide personalized, ongoing planning rather than transactional advice.
You want straightforward advice and education.
We believe retirement planning should be simple, actionable, and empowering. Our clients value clarity over jargon. Every recommendation we make is explained in plain language with clear steps that help you move forward with confidence.
You know taxes will make or break retirement, but you don't know how to fix it.
Many of our clients come to us concerned about how taxes will impact their retirement. They are looking for a specialist in retirement tax strategy. Most retirement tax surprises are predictable and avoidable. The Rothification Method™ combines proactive Roth conversion and tax diversification strategies to remove Uncle Sam from your retirement and avoid unnecessary taxes.
You want to spend more early in retirement.
"I want to underspend in retirement and die with the highest possible portfolio balance," said no one ever. Most people want just the opposite: to spend more during their healthy, active years. We help you front-load spending so you can enjoy the best years of your retirement without worrying about regrets later.
Your Retirement Team
Every client works with a dedicated team, not a call center, not the next advisor on rotation.
Kyle Hammerschmidt
Founder of MOKAN Wealth, Kyle helps 401(k) and IRA millionaires retire with confidence through a tax-first Retire Ready Roadmap™.
Megan Ramshaw, CFP®
A CFP® professional, Megan leads client planning, coordinating income, tax strategy, and investments into one retirement plan.
Megan Harris
Megan supports clients day-to-day, handling the details so every retirement plan runs smoothly.
Rachel Hunt
Rachel works alongside the team to keep client relationships and planning moving smoothly.
Our Partners
MOKAN Wealth Management has selected Altruist as the primary custodian for our clients’ accounts. Having Altruist act as custodian for client assets provides us access to a wide range of services to help serve our clients. MOKAN Wealth Management & 3,000 other advisors have partnered with the all-in-one custodian, which is built for RIA’s.
Altruist
Custodian
Advisor 123
Investment and Financial Planning
Investment Committee
Derek Prusa, CFA, CFP®
Investment Committee Member
Benjamin Webster, CFP®
Investment Committee Member
Andrew VanDerSchaaf, CPA
Investment Committee Member
Your Retirement Team
Every client works with a dedicated team, not a call center, not the next advisor on rotation.
Kyle Hammerschmidt
Founder of MOKAN Wealth, Kyle helps 401(k) and IRA millionaires retire with confidence through a tax-first Retire Ready Roadmap™.
Megan Harris
Megan supports clients day-to-day, handling the details so every retirement plan runs smoothly.
Megan Ramshaw, CFP®
A CFP® professional, Megan leads client planning, coordinating income, tax strategy, and investments into one retirement plan.
Rachel Hunt
Rachel works alongside the team to keep client relationships and planning moving smoothly.
Our Partners
MOKAN Wealth Management has selected Altruist as the primary custodian for our clients’ accounts. Having Altruist act as custodian for client assets provides us access to a wide range of services to help serve our clients. MOKAN Wealth Management & 3,000 other advisors have partnered with the all-in-one custodian, which is built for RIA’s.
Altruist
Custodian
Advisor 123
Investment and Financial Planning
Investment Committee
Derek Prusa, CFA, CFP®
Investment Committee Member
Benjamin Webster, CFP®
Investment Committee Member
Andrew VanDerSchaaf, CPA
Investment Committee Member
Recent Blogs
Take the First Step to a Tax-First Plan
MOKAN Wealth is accepting new clients for 2026.