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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.
Here at American First National Bank, we focus strongly on community service. Our mission is to not only provide you with a variety of products and services to meet your banking needs, but we are also committed to contributing to the local community as
Bank of Stockton is one of the leading companies in the Financial Services sector.
Sterling National Bank, the principal subsidiary of Sterling Bancorp, specializes in the delivery of service and solutions to business owners, their families, and consumers within the communities we serve through teams of dedicated and experienced relationship managers. Sterling National Bank offers a complete line of commercial, business, and consumer banking products and services. At Sterling National Bank, our promise to clients goes above and beyond our comprehensive suite of products and services. Our relationship managers provide a full-service experience, providing a single point of contact to coordinate various financial disciplines and streamline the banking process. They`re able to draw upon a unique breadth of tools and expertise, applying a thorough understanding of your business and serving as a valuable and skilled financial ally. This rare combination of dedicated attention and extensive resources means that every client can expect extraordinary.
Formed in 2007 by a group of local investors, Nebraska Bank of Commerce`s mission is to “Partner with People to Create Success”. NBC is focused on Lincoln, Nebraska and the bank`s success is based on the success of our customers and neighbors, our investors and our team.