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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.
Banner Bank is proud to serve the West with comprehensive financial services. More than 130 years ago we started with core values that never go out of style: listen, learn and help people and businesses reach their goals. Today—at over 200 locations across Oregon, Washington, California and Idaho—we deliver a high level of individual service as a community bank, while also offering competitive products some might expect to find only at a nationwide financial institution. Member FDIC.
The Coastal Bank is a Savannah, GA-based company in the Financial Services sector.
SpectrAxe is the first many-to-many venue for OTC FX Options. For the first time, users can anonymously trade with every other participant in the platform, no longer limited to only direct credit relationships. SpectrAxe is a CFTC-registered SEF
There`s no such thing as "business as usual" at Premier Bank. We listen to our clients and we are always looking for new ways to exceed your expectations. That`s how we can be first in the market to offer new services such as remote deposit and courier service. A banking relationship with Premier Bank is more than a transaction, it`s a partnership. Premier Bank is a local bank with a local focus. There are no layers of bureaucracy and our team members are empowered to do whatever it takes to help you reach your goals. Whether you`re just starting a new business or looking to expand, here are some ways we can help you grow! >Lines of Credit >Business Term Loans >Commercial Real Estate and Construction Loans >Guarantee Loan Programs >Business Visa