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Mission Company Brochure 2.0

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www.missionfinancial.com<br />

OVERVIEW | PROCESS | COMPANY | PEOPLE


SECTION ONE<br />

OVERVIEW


THE PROBLEM<br />

The road towards financial peace and security can be complex and confusing,<br />

and schools don’t equip us with practical financial knowledge.<br />

Without a clear roadmap, people often feel confused and frustrated about what<br />

to do and where to start.


WE BELIEVE<br />

We believe every family deserves a trusted guide that<br />

can help them navigate important financial decisions<br />

and make the most of their hard-earned savings.<br />

The reason we feel this so strongly is because we’ve<br />

been through this journey with our own families. We<br />

also have the experience of successfully helping<br />

hundreds of other families implement this process<br />

through the ups and downs of life and from one<br />

generation to the next.


WHAT WE DO<br />

At <strong>Mission</strong> Financial Group,<br />

we developed The <strong>Mission</strong><br />

Master Plan - a 7-step<br />

process designed to guide<br />

families towards greater<br />

financial peace, security and<br />

purpose.


SECTION TWO<br />

OUR PROCESS


The MISSION MASTER PLAN<br />

7-STEP PROCESS<br />

Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7<br />

Organize &<br />

Strategize<br />

Maximize<br />

Social Security<br />

Establish<br />

Lifetime Income<br />

Growth<br />

Investing<br />

Tax<br />

Strategy<br />

LTC<br />

Planning<br />

Gift & Legacy<br />

Planning


FINANCIAL MODELING<br />

The projections or other information generated by this illustration regarding the likelihood of various investment outcomes are hypothetical in nature<br />

and do not reflect actual investment results and are not guarantees of future results.


INVESTMENT SOLUTIONS<br />

Real Estate Investment Trusts (REITs)<br />

Mutual Funds<br />

Exchange Traded Funds (ETFs)<br />

Annuities<br />

Insurance<br />

Portfolio Managers


SECTION THREE<br />

ONBOARDING & ONGOING


ONBOARDING<br />

STEP 1 STEP 2 STEP 3<br />

INTRODUCTION &<br />

GOAL SETTING<br />

CUSTOMIZED<br />

PLANNING<br />

IMPLEMENTATION<br />

• About our services<br />

• Your personal goals<br />

• Discuss customized plan<br />

• Discuss specific<br />

investment solutions<br />

• Describe ongoing<br />

relationship commitment<br />

• Complete implementation<br />

documents


ONGOING<br />

REGULAR<br />

PLANNING/REVIEWS<br />

ONLINE FINANCIAL<br />

ORGANIZER<br />

DIGITAL DOCUMENT<br />

STORAGE<br />

MARKET<br />

COMMUNICATIONS<br />

RMD MANAGEMENT<br />

COLLECTIVE<br />

WISDOM ADVISING<br />

FINANCIAL GUIDANCE<br />

IN LIFE EVENTS<br />

SPECIAL<br />

EVENT INVITATIONS


SECTION FOUR<br />

OUR COMPANY


Our <strong>Company</strong><br />

BY THE NUMBERS<br />

2018 750 Families 50 - 70yrs<br />

$500k $250M<br />

YEAR<br />

FOUNDED<br />

CLIENTS<br />

SERVED<br />

AVERAGE<br />

CLIENT AGE<br />

MINIMUM<br />

INVESTMENT<br />

TOTAL ASSETS<br />

MANAGED


INDEPENDENT &<br />

PRIVATELY OWNED<br />

As an independent and privately owned company, we have the<br />

freedom to partner with a multitude of financial companies in<br />

their specific areas of strength. Separating from a single<br />

institution means that we’re not restricted to high margin<br />

proprietary products or forced to meet corporately mandated<br />

production hurdles. Ultimately, our independent business<br />

structure allows us to operate in the mutual best interest of the<br />

families and businesses we serve.<br />

We operate in partnership with First Allied Securities, Inc., a<br />

member of the Cetera Financial Group network. As a member of<br />

one of the largest independent broker dealer networks, we have<br />

access to the platform, supervision, back-office support and<br />

financial resources.


RETURNED CALLS<br />

We’ll reach back out to your<br />

calls and emails within 24hrs.<br />

SERVICE<br />

MINIMUM ANNUAL CHECK-UP<br />

We’ll perform our check-up on<br />

accounts at least annually.<br />

COMMITMENT<br />

OPEN DOOR POLICY<br />

We’re available to you for<br />

additional meetings and calls<br />

as needed.<br />

PRIVACY & SECURITY<br />

View our policies here:<br />

www.firstallied.com/policiesdisclosures<br />

16


Our <strong>Company</strong><br />

REGULATION & INSURANCE<br />

SIPC COVERAGE<br />

FDIC INSURANCE 1<br />

FINRA<br />

SEC<br />

Investment asset insurance<br />

Bank deposit insurance<br />

Safeguard against fraud & bad practice<br />

Government regulatory authority<br />

www.sipc.org<br />

www.fdic.gov<br />

www.finra.org<br />

www.sec.gov<br />

1 FDIC insurance is available for deposits with Pershing for certain cash management options


Our <strong>Company</strong><br />

COMPENSATION<br />

%<br />

ASSET BASED 1<br />

COMMISSION 2 ADMIN 3 TRANSACTION HOURLY DIRECT<br />

1 Annual asset management fees apply to managed and advisory accounts. Applicable fees should be disclosed before any investment is made.<br />

2 Commission products may include annuities and non-traded alternative investments.<br />

3 Consult your advisor for a full list of administrative and maintenance fees.


Our <strong>Company</strong><br />

RESOURCES & ALLIANCES<br />

These services are not offered through First Allied Securities, Inc.


SECTION FOUR<br />

OUR PEOPLE


CLIFTON YASUTOMI<br />

CWS®, AIF®<br />

With a background in engineering for the CIA (Central Intelligence<br />

Agency), Clifton began his financial advising practice with Merrill Lynch<br />

in Honolulu in 2005. He has been a special guest on business talk<br />

radio, was a regular contributor to the Wall Street Business Network<br />

with weekly "Money Thought" radio commentaries and conducts<br />

financial education classes for various organizations. Coming from a<br />

family of teachers, his focus is simplifying the sophisticated principles<br />

and strategies of finance for his clients through personal education.<br />

In 2014 Clifton completed studies to earn the Certified Wealth<br />

Strategist (CWS) designation from the Cannon Financial Institute and<br />

the Accredited Investment Fiduciary designation in 2019.<br />

Clifton serves as the Chairman of The Salvation Army Echelon Group,<br />

was an active member of the Iolani Alumni Association and was the<br />

youngest Rotary Club president in Hawaii. Clifton and his wife Renee<br />

lead a weekly Bible study group. Clifton also serves his church at<br />

Grace Bible Honolulu as a board member and leads the investment<br />

committee. Outside of the office, Clifton enjoys surfing, basketball,<br />

golf, and spending time with his wife, 4 year old son and 1 year old<br />

baby.


KEVIN ASANO<br />

CWS®<br />

With over 18 years in the financial planning industry, Kevin is one of the<br />

visionary co-founders of his former firm Pacific Rim Legacy Group LLC and<br />

has served over 500 families. As a Certified Wealth Strategist, he is<br />

passionate about helping clients achieve financial freedom and peace of<br />

mind in retirement by implementing custom-built strategies tailored to their<br />

individual needs. As a former pastor, Kevin also understands and values the<br />

importance of connecting with each client on a personal level to better<br />

guide them towards their financial goals.<br />

Kevin graduated from San Jose State University and earned a Bachelors of<br />

Science degree in Accounting. He also holds the professional designation<br />

of Certified Wealth Strategist (CWS) along with licenses for Life & Health<br />

Insurance and Securities (Series 6,7,9/10,26,63,65 & 99).<br />

In addition to his success in the financial industry, Kevin is also a 7 th degree<br />

black belt in judo, President of Hawaii Judo, Inc., and the Executive<br />

Instructor at the Leeward & Honolulu Judo Clubs. In 2019 he was<br />

recognized by the Government of Japan with the Foreign Minister’s<br />

Certificate of Commendation, which awards those who made outstanding<br />

contributions to the promotion of friendly relations between Japan and the<br />

United States. He is a motivational speaker and author of his 2008<br />

autobiography, “Step Onto the Mat”, which highlights his discipline and<br />

journey to becoming an Olympic Silver Medalist at the 1988 Summer<br />

Olympics.<br />

With all of life’s blessings, Kevin is most grateful to be a husband to wife,<br />

Mari and father to their five children. Kevin and his wife both serve as small<br />

group leaders for their church. His whole family is active in Judo, with his<br />

three older daughters as black belts and his two younger sons following in<br />

his footsteps. Together, the family frequently travels to Japan for business,<br />

judo and visiting family.


Nick Abbott,<br />

AAMS®<br />

EXPERIENCE* AND BACKGROUND<br />

As a financial advisor, Nick believes it is important to invest his time in his<br />

client relationships. Developing trust and rapport while gaining<br />

understanding of each unique situation allows him to create appropriate<br />

and comprehensive strategies. Whether for personal estates or<br />

businesses, Nick's goal is to work closely with you toward your long-term<br />

goals.<br />

EDUCATION<br />

Nick has developed and refined his investment experience and insurance<br />

planning over the past 12 years. 10 of those years were at Edward Jones<br />

where he was recognized for his client service excellence (2011-2017)<br />

and served on the Hawaii leadership team (2010-2018). Nick completed a<br />

bachelor’s of business administration with a major in finance, options and<br />

the derivative markets from the University of Hawaii Manoa.<br />

He also earned the AAMS® (Accredited Asset Management Specialist)<br />

professional designation and holds registrations, licenses, and<br />

designations recommended for his work as a financial advisor: Series 7,<br />

Series 66, State Life and Health Insurance licenses for Hawaii, California,<br />

Washington, Michigan, Texas and Florida.<br />

INTERESTS<br />

Nick enjoys spending time with his loving wife, Janean, and energetic 3yo<br />

son. He also serves on the board of his local church and as past president<br />

for the Rotary Club of Hawaii Kai, the Hawaii Kai Chamber of Commerce,<br />

and the Hawaii Kai BNI group.Contact me for any questions related to the<br />

established process that we have consistently used to help people pursue<br />

their most important long-term financial goals.


Ronald G.L. Kam,<br />

CLU®, ChFC®, CWS®, AIF®,<br />

LUTCF®<br />

Being in the Financial Industry these past 33 years have allowed me to<br />

meet with hundreds of individuals and families who all desire what is best<br />

for their future, and the future of their loved ones. It has taught me the<br />

importance of listening, understanding and engaging with the lives of my<br />

clients to develop strategies and roadmaps which bring security, stability<br />

and confidence in their financial and estate goals.<br />

Being a Chartered Life Underwriter, Chartered Financial Consultant,<br />

Certified Wealth Strategist and an Accredited Investment Fiduciary has<br />

allowed me to understand the “financial tools” that are available with the<br />

underlying current of doing what is in the best interest of my clients as we<br />

move through the financial and estate planning process.<br />

Stewarding life and resources well is the lens which helps me to provide<br />

the advice and recommendations to my clients, along with a heart to<br />

service each client well throughout life’s journey.


SERVICE AND MANAGEMENT<br />

Jamila Tabaquin<br />

Client Relationship<br />

Manager<br />

Janean Abbott<br />

Office Manager<br />

Samantha Starbuck<br />

Client Experience<br />

Coordinator<br />

Nina Nakamura<br />

Client Relationship<br />

Manager<br />

Wendy Aquino<br />

Client Relationship<br />

Manager


Securities offered through First Allied Securities, Inc. member FINRA/SIPC.<br />

Advisory services offered through First Allied Advisory Services, Inc., a registered investment adviser.<br />

<strong>Mission</strong> Financial Group is under separate ownership from First Allied entities.

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