| Name | Title | Contact Details |
|---|
At MOKAN Wealth Management, we provide tax-efficient retirement planning and investment management for pre-retirees. The 6 MOKAN Wealth Standards: Fiduciary We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. Tax-Focused Tax planning is one of the most critical parts of your retirement, but this aspect is often under-appreciated by most financial advisors. Ignoring tax planning is a great way to leave dollars on the table. Fee-Only No commissions, kick-backs or sales incentives, ever. We prioritize your goals and match that with completely unbiased financial advice. Advice that best serve you, free from restrictions and agendas of a big wire house or institution. Comprehensive You deserve more than a stack of statements and a diversified pie chart. Our personalized advice is not limited to investing. We believe the cornerstone of financial planning is a holistic approach that considers taxes, order of withdrawals, and your investments. Custom Everyones financial situation is different. You deserve advice and a plan tailored to your goals, not some cookie cutter model or one-size fits all approach. Boutique MOKAN Wealth Management provides a unique and custom planning approach and wealth management. If you are looking for marble floors and a firm with thousands of clients, then we are not a good fit. 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 an Investment Advisor registered with the State of Kansas. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.
Federal Land Bank is a Montgomery, AL-based company in the Financial Services sector.
Mayville State Bank is a Mayville, MI-based company in the Financial Services sector.
At USE Credit Union we go above and beyond to provide extraordinary experiences. We care about your needs and every experience. Discover what makes us unique and how we can help make your dreams come true. Wherever life takes you, we`re here to help – with products, services and personalized attention you need at every turn. Our story began on April 20, 1936, when a small group of dedicated and passionate people formed USECU to serve the financial needs of San Diego`s Division of Highway employees. Today, we serve more than 60,000 members and partner with local businesses to help individuals meet their financial goals and build personal wealth, which in turn strengthens our community. We`re proud to be named one of San Diego`s Top Workplaces in 2018 and 2019.
First Secuirty Bank of Kentucky is a Island, KY-based company in the Financial Services sector.