Megan Ramshaw, Medicare & IRMAA Advisor
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.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.