Kyle Hammerschmidt
Tax-First Retirement Planning for Married Couples With $2 Million or More in 401
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Serving Clients Nationwide
Tax-First Retirement Planning for Married Couples With $2 Million or More in 401
Areas of Focus
- High Net Worth Retirement Planning
- Investment Management
- Medicare / IRMAA Planning
- Retirement Income Planning
- Retirement Planning
- Roth Conversion Strategies
- Social Security Optimization
- Tax-Aware Retirement Income Coordination
- Tax-Efficient Planning
- Tax-Smart Distribution Planning
- Taxes
- Wealth Management
About Kyle Hammerschmidt
Hi, I am Kyle Hammerschmidt, Founder of MOKAN Wealth Management.Our mission is straightforward: help married couples with $2 million or more in 401(k)s and IRAs keep more of what they built and pay less in taxes. Without the jargon, the generic advice, or the pie chart that passes for a retirement plan.
I created the 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. Income, investments, healthcare, and legacy. Most retirement plans address one of those areas. The Retire Ready Roadmap™ connects all of them into one coordinated tax-first plan using the Rothification Method™.
If you are a married couple within 10 years of retirement with $2 million or more saved in 401(k)s and IRAs and want to know whether your current plan actually covers everything it should, let's talk.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. MOKAN Wealth Management is a registered investment advisor with the SEC. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets, or developments mentioned.
Affiliations
- BBB Accredited Business
Primary Location
14221 Metcalf Ave #102, Overland Park, KS 66223
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
What to expect in the first meeting
Retirement Fit Meeting Schedule a complimentary 45-minute meeting to see what working with MOKAN looks like and decide whether the Retire Ready Roadmap™ is the right next step. This probably isn't right if you're just starting out, looking for quick tips, or not open to professional guidance. The plan is built for couples who have accumulated significant savings and need a tax strategy, not a stock pick. It's also not a fit if you're single with under $2 million saved, looking for hourly advice, or expecting a plan in a single session. The Retire Ready Roadmap™ takes about 21 days to build because it's tied to your specific numbers, not a template.Offers Investment Management
Yes
Education
Kansas State University
Hobbies and Interests
- Basketball
- Dogs
- Entertaining
- Exercising
- Family
- Golf
- Grilling
- Music
- Sports
- Swimming
- Traveling
- Walking
- Wine
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Pre-Retirees
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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Wealthtender Awards
Kyle Hammerschmidt received the 2026 Wealthtender Voice of the Client Highly Rated Advisor award.
Wealthtender awarded Kyle Hammerschmidt with its 2026 Voice of the Client Highly Rated Advisor Award on 10/2/26. Rating criteria based on eligible client reviews published on Wealthtender between 7/1/25 and 9/30/26. Although MOKAN Wealth Management compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. ↗️ View additional award details and FAQs (wt.reviews/awards)
Award Disclosures
Awards Admin
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