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Marwil is a Farmingtn Hls, MI-based company in the Financial Services sector.
The World`s Greatest Bank It`s a promise to do better than anyone expects of us today, then do it even better tomorrow. It`s a belief in doing good, not just doing well. It`s treating every customer as if you`ve known them your entire life. It`s connecting people to their community, connecting neighbors to neighbors, and local, independent businesses to local customers and resources. It`s constantly surprising the world with what a bank can be and how a bank can actually be a part of a customer`s life. It`s equal parts checking account and knitting club, commercial loan and local music source, IRA and Internet café. It`s understanding our customer`s financial needs and at the same time realizing that there`s more to life than money. Member FDIC. Equal Housing Lender.
America Bank of Commerce is a Provo, UT-based company in the Financial Services sector.
Security Federal Savings Bank is a Logansport, IN-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.