Megan Ramshaw, IRMAACP™ Advisor · Overland Park, KS
Megan Ramshaw
Lead Financial Advisor, MOKAN Wealth
Professional Profile
Megan Ramshaw is a dedicated Lead Financial Advisor at MOKAN Wealth in Overland Park, KS, specializing in helping pre-retirees and retirees navigate the complexities of financial planning. With her expertise as a Certified Financial Planner (CFP®), Megan provides tailored strategies in tax planning and IRMAA planning, ensuring her clients are well-prepared for their retirement years.
As an IRMAA Certified Planner (IRMAACP™) program holder, Megan Ramshaw helps clients navigate Medicare costs and IRMAA surcharges with confidence.
What sets Megan apart is her commitment to helping self-made 401(k) and IRA millionaires maximize their wealth while minimizing tax burdens. She understands the importance of preserving hard-earned assets and employs a thoughtful, personalized approach to each client's unique financial landscape.
With a reputation for reliability and knowledge, Megan is a trusted partner for those looking to secure their financial future. Whether you're approaching retirement or already enjoying it, her expertise can help you keep more of what you've built, allowing you to focus on what truly matters.
Disclosure
Megan Ramshaw and MOKAN Wealth are not affiliated with or endorsed by the Social Security Administration, Medicare, the Centers for Medicare & Medicaid Services, or the U.S. Department of Health and Human Services; any information shared is for general educational purposes and not official government information.
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