| Name | Title | Contact Details |
|---|
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.
Foreign Currency Exchange Corp is a Orlando, FL-based company in the Financial Services sector.
Nebraska State Bank and Trust Co is a Broken Bow, NE-based company in the Financial Services sector.
Greene Finance Corporation is a Mount Airy, NC-based company in the Financial Services sector.
Alerus Financial works to fulfill our unwavering values on a worldwide stage, taking pride in helping customers wherever they are on life`s journey. Whether you`re a budding entrepreneur, a young family saving for the future, or a couple with hopes of an early retirement, we offer a full range of solutions to help make your financial dreams come true. Just stop by for a visit. We`re sure you`ll see that we mean it when we say: “It`s our purpose to help you achieve yours.”