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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.
North Shore Bank is a locally-owned and managed, independent, community bank that has been operating in the Duluth area for over 100 years. We proudly offer a full array of traditional personal and business banking products, mortgage services, and a full selection of trust and investment services all handled by our experienced and professional staff. At North Shore Bank we are committed to exceeding our customers` expectations. We don`t just go the extra mile, we live there. We`ve updated our look recently with a new logo, and this new website, but some things will never change. North Shore Bank is proud to operate every aspect of our business with the highest level of ethics, integrity, and customer service values. Our customers always come first with the goal of creating an exceptional experience at every level. MISSION STATEMENT: At North Shore Bank, the basis of each customer relationship, many of which span generations, is trust. You have chosen to do business with North Shore Bank, and we are obligated to honor that relationship with great care, beginning with the information you have chosen to share with us. We believe that your privacy should never be compromised. At the same time, we want to offer you the array of financial products and services you need to accomplish your financial goals.
With assets of $ 221 billion at April 30, 2016, National Bank of Canada, together with its subsidiaries, is one of Canada`s largest integrated financial groups. It employs nearly 20 000 people and is a recognized employer of choice. Its shares are listed on the Toronto Stock Exchange (TSX: NA). Follow her activities on bnc.ca or through social networks like Facebook, LinkedIn and Twitter.
At WestStar Bank, we believe in the communities we serve in our region. As a full-service financial institution owned and operated by people who live in our area, we understand the unique economic dynamics of our border region. Whether it`s personal or business banking, we have a personal perspective on the needs of the people we serve. From online banking to investments and commercial loans, we offer our customers the kind of banking experience they deserve. Because when they succeed, we all succeed.
First State Bank of Beecher City is a Beecher City, IL-based company in the Financial Services sector.