Build A Retirement Plan In Your Best Interest
With Financial Advice Tailored To Pre-Retirees

RETIREMENT TAX TOOLKIT REVEALS:

How to De-fuse the 401k/IRA Tax Time Bomb So YOU Can Reduce Taxes In RETIREMENT

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Empowering You to Reach Your Financial Goals

MoKan Financial Inc., was created with the mindset that people are unique and deserve more than stack of statement and diversified pie chart. I will work with you to understand your individual situation and build a customized plan that suits your needs and goals.

Whether you are +10 years away from retirement or already retired, you should have a written plan with specific numbers and action items. A holistic plan will consider how Income, Investment, Tax, Healthcare and Legacy decisions all impact each other.

Does this sound like you?

  • You value financial & tax planning advice

  • You want to make sure you have a solid plan in place to plan for your retirement

  • You have saved a majority of your savings in TAXED LATER accounts

  • You want help navigating to and through retirement

  • You are a diligent saver, and want to focus your time on your career and family

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