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Harvest Community Bank is a Elmer, NJ-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.
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Charter West National Bank is a West Point, NE-based company in the Financial Services sector.
At Straight Arrow Financial Group, we thrive on giving confidence to you and your loved ones. Through genuine relationships, reliable team knowledge and honest advice, we are here to help you work towards your financial goals. When you join our group, you become family and we believe that "family is not an important thing. It is everything." Michael J. Fox At Straight Arrow Financial Group, our licensed staff is organized to assist you with your entire planning needs. Whether you are: - Creating an income stream, - Navigating the health care gauntlet, or - Passing your savvy habits to your children We are here for you when you need us the most. With LPLs state of the art technology, our extensive health care planning and client involvement, we want you to know that your livelihood is our top priority. Find out what your familys future holds with Straight Arrow Financial Group. Securities offered through LPL Financial Member SIPC www.sipc.org. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Straight Arrow Financial Group and Independent Advisor Alliance are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to conduct securities business, visit my website at www.straightarrowfg.com.