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Covenant Bank and Trust is a Rock Spring, GA-based company in the Financial Services sector.
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.
Malvern Federal Savings Bank is a community bank dedicated to fulfilling the financial needs of the people and businesses throughout southeastern Pennsylvania, southern New Jersey and the surrounding areas. Malvern Federal offers a complete range of products and services through its network of convenient Financial Centers. Founded in 1887, Malvern Federal Savings Bank provides its customers with A Rewarding Banking Experience. Local loan and management decisions, award-winning customer service and the latest in products and services help set Malvern Federal apart. Malvern Federal is a community bank dedicated to fulfilling the financial needs of the people and businesses throughout southeastern Pennsylvania, southern New Jersey and the surrounding areas. Malvern Federal offers a complete range of products and services through its network of convenient Financial Centers. At Malvern Federal, we pride ourselves on working hard to understand your goals. Not just your financial goals, but what they really represent. Whether it is building wealth as you embark on your career, turning a business idea into the next commercial success, putting a child through school and ensuring their future, or leaving a financial legacy for generations to come. Our staff is actively involved in our communities and the bank readily supports efforts to better the communities we serve. This is not done for the recognition, but as part of our duty to give back, which is the hallmark of a true community bank. We`re strong enough to offer a wide variety of state-of-the-art products and services, but small enough to become closely involved in the communities we serve.
C. Kelly Buckley, MBA, CFP®, AAMS™ - Founder and Managing Principal of Spectrum Financial Alliance. Spectrum Financial Alliance is a unique, concentrated and predictive asset management firm headquartered in Nicholasville, KY. We serve clients across the nation, while still emphasizing the importance of local ownership and community. We specialize in providing personalized, comprehensive services in the areas of asset management, financial planning, insurance services, and estate planning facilitation. Our clients come from a wide range of backgrounds and income levels. For over 35 years, Kelly Buckley has had the privilege of helping clients build financial security, grow their assets, provide for their childrens education, and secure their retirement income. As a Registered Investment Advisor, we have a fiduciary duty to make decisions in our clients best interests 100% of the time, unlike many financial services firms. We are passionate about what we do, and your success matters to us. Rest assured, your financial future, peace of mind, and best interests are always our primary focus. Experience the Spectrum Financial Alliance Difference! Contact us today to schedule your FREE consultation at (859) 223-6333 or sfa@spectrumalliance.com.
1st Source Bank – Your Partners from the First Founded in 1863 in South Bend, Indiana, 1st Source has offered clients a convenient and friendly way to bank for over 150 years. At 1st Source, we`ll listen to you, understand your needs and always keep your best interests in mind. We are a top rated bank and have been recognized for our integrity and the exceptional services we provide to our clients.