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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.
For over 100 years, your best interest has been our best interest, and there has been nothing more important to us than your success. We are committed to providing excellent service to our valued clients and our communities, and we are honored to have the opportunity to do so. Vista Bank: Putting People First Since 1912. Service to Our Valued Clients: We strive to provide our clients with the latest in banking technologies, the highest levels of security, and second-to-none service because our clients` success is our top priority. Service to Our Communities: We strive to provide for the places we call home by reaching out, inspiring others, and giving back.
BankPacific has provided friendly and personal service to individuals and businesses in the Western Pacific since 1954. Today we have four offices in Guam and one each in Saipan (the capital of the Commonwealth of the Marianas) and the Republic of Palau. We offer a full range of personal and commercial products with emphasis on relationship banking.
IDR is the trusted hub of the private markets. Were transforming investor onboarding with a single access token. Investors benefit from a single, universally compliant authentication across their private markets portfolios. Fund managers can raise bigger funds faster and at a lower cost with access to a wider pool of pre-approved investors. We support every aspect of the investment journey, bringing together Fund Subscription, KYC , Tax and ongoing MLRO services in one platform with live support from an expert team. More than 40,000 investors across 5,600 funds by 300 managers are already connected via our trusted hub. Why not join them?
Seaside National Bank and Trust is a Orlando, FL-based company in the Financial Services sector.