Tyler Tomlen, Social Security & Medicare Consultant
Tyler Tomlen
Paraplanner, MOKAN Wealth Management
Professional Profile
I am a paraplanner at MOKAN Wealth Management in Overland Park, KS, specializing in helping pre-retirees navigate the complexities of retirement planning. With two years of experience in the financial industry, I focus on crucial areas such as social security timing, Medicare and IRMAA, retirement income strategies, and tax planning. My approach centers on minimizing the tax burden for clients, effectively "removing Uncle Sam from your retirement" to help ensure a more secure financial future.
Tyler Tomlen holds both the National Social Security Advisor (NSSA®) certification and the IRMAACP™ training in Medicare planning, reflecting advanced training in retirement income and Medicare cost planning.
I understand the unique challenges faced by families in the Overland Park area, especially at or around retirement. With a background rooted in the values of family and education, having attended K-State with his entire family, I bring a personal touch to my professional services. In my free time, I enjoy golfing, running, and being outside!
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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.