Mission Company Brochure 2.0

www.missionfinancial.com
OVERVIEW | PROCESS | COMPANY | PEOPLE

SECTION ONE
OVERVIEW

THE PROBLEM
The road towards financial peace and security can be complex and confusing,
and schools don’t equip us with practical financial knowledge.
Without a clear roadmap, people often feel confused and frustrated about what
to do and where to start.

WE BELIEVE
We believe every family deserves a trusted guide that
can help them navigate important financial decisions
and make the most of their hard-earned savings.
The reason we feel this so strongly is because we’ve
been through this journey with our own families. We
also have the experience of successfully helping
hundreds of other families implement this process
through the ups and downs of life and from one
generation to the next.

WHAT WE DO
At Mission Financial Group,
we developed The Mission
Master Plan - a 7-step
process designed to guide
families towards greater
financial peace, security and
purpose.

SECTION TWO
OUR PROCESS

The MISSION MASTER PLAN
7-STEP PROCESS
Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7
Organize &
Strategize
Maximize
Social Security
Establish
Lifetime Income
Growth
Investing
Tax
Strategy
LTC
Planning
Gift & Legacy
Planning

FINANCIAL MODELING
The projections or other information generated by this illustration regarding the likelihood of various investment outcomes are hypothetical in nature
and do not reflect actual investment results and are not guarantees of future results.

INVESTMENT SOLUTIONS
Real Estate Investment Trusts (REITs)
Mutual Funds
Exchange Traded Funds (ETFs)
Annuities
Insurance
Portfolio Managers

SECTION THREE
ONBOARDING & ONGOING

ONBOARDING
STEP 1 STEP 2 STEP 3
INTRODUCTION &
GOAL SETTING
CUSTOMIZED
PLANNING
IMPLEMENTATION
• About our services
• Your personal goals
• Discuss customized plan
• Discuss specific
investment solutions
• Describe ongoing
relationship commitment
• Complete implementation
documents

ONGOING
REGULAR
PLANNING/REVIEWS
ONLINE FINANCIAL
ORGANIZER
DIGITAL DOCUMENT
STORAGE
MARKET
COMMUNICATIONS
RMD MANAGEMENT
COLLECTIVE
WISDOM ADVISING
FINANCIAL GUIDANCE
IN LIFE EVENTS
SPECIAL
EVENT INVITATIONS

SECTION FOUR
OUR COMPANY

Our Company
BY THE NUMBERS
2018 750 Families 50 - 70yrs
$500k $250M
YEAR
FOUNDED
CLIENTS
SERVED
AVERAGE
CLIENT AGE
MINIMUM
INVESTMENT
TOTAL ASSETS
MANAGED

INDEPENDENT &
PRIVATELY OWNED
As an independent and privately owned company, we have the
freedom to partner with a multitude of financial companies in
their specific areas of strength. Separating from a single
institution means that we’re not restricted to high margin
proprietary products or forced to meet corporately mandated
production hurdles. Ultimately, our independent business
structure allows us to operate in the mutual best interest of the
families and businesses we serve.
We operate in partnership with First Allied Securities, Inc., a
member of the Cetera Financial Group network. As a member of
one of the largest independent broker dealer networks, we have
access to the platform, supervision, back-office support and
financial resources.

RETURNED CALLS
We’ll reach back out to your
calls and emails within 24hrs.
SERVICE
MINIMUM ANNUAL CHECK-UP
We’ll perform our check-up on
accounts at least annually.
COMMITMENT
OPEN DOOR POLICY
We’re available to you for
additional meetings and calls
as needed.
PRIVACY & SECURITY
View our policies here:
www.firstallied.com/policiesdisclosures
16

Our Company
REGULATION & INSURANCE
SIPC COVERAGE
FDIC INSURANCE 1
FINRA
SEC
Investment asset insurance
Bank deposit insurance
Safeguard against fraud & bad practice
Government regulatory authority
www.sipc.org
www.fdic.gov
www.finra.org
www.sec.gov
1 FDIC insurance is available for deposits with Pershing for certain cash management options

Our Company
COMPENSATION
%
ASSET BASED 1
COMMISSION 2 ADMIN 3 TRANSACTION HOURLY DIRECT
1 Annual asset management fees apply to managed and advisory accounts. Applicable fees should be disclosed before any investment is made.
2 Commission products may include annuities and non-traded alternative investments.
3 Consult your advisor for a full list of administrative and maintenance fees.

Our Company
RESOURCES & ALLIANCES
These services are not offered through First Allied Securities, Inc.

SECTION FOUR
OUR PEOPLE

CLIFTON YASUTOMI
CWS®, AIF®
With a background in engineering for the CIA (Central Intelligence
Agency), Clifton began his financial advising practice with Merrill Lynch
in Honolulu in 2005. He has been a special guest on business talk
radio, was a regular contributor to the Wall Street Business Network
with weekly "Money Thought" radio commentaries and conducts
financial education classes for various organizations. Coming from a
family of teachers, his focus is simplifying the sophisticated principles
and strategies of finance for his clients through personal education.
In 2014 Clifton completed studies to earn the Certified Wealth
Strategist (CWS) designation from the Cannon Financial Institute and
the Accredited Investment Fiduciary designation in 2019.
Clifton serves as the Chairman of The Salvation Army Echelon Group,
was an active member of the Iolani Alumni Association and was the
youngest Rotary Club president in Hawaii. Clifton and his wife Renee
lead a weekly Bible study group. Clifton also serves his church at
Grace Bible Honolulu as a board member and leads the investment
committee. Outside of the office, Clifton enjoys surfing, basketball,
golf, and spending time with his wife, 4 year old son and 1 year old
baby.

KEVIN ASANO
CWS®
With over 18 years in the financial planning industry, Kevin is one of the
visionary co-founders of his former firm Pacific Rim Legacy Group LLC and
has served over 500 families. As a Certified Wealth Strategist, he is
passionate about helping clients achieve financial freedom and peace of
mind in retirement by implementing custom-built strategies tailored to their
individual needs. As a former pastor, Kevin also understands and values the
importance of connecting with each client on a personal level to better
guide them towards their financial goals.
Kevin graduated from San Jose State University and earned a Bachelors of
Science degree in Accounting. He also holds the professional designation
of Certified Wealth Strategist (CWS) along with licenses for Life & Health
Insurance and Securities (Series 6,7,9/10,26,63,65 & 99).
In addition to his success in the financial industry, Kevin is also a 7 th degree
black belt in judo, President of Hawaii Judo, Inc., and the Executive
Instructor at the Leeward & Honolulu Judo Clubs. In 2019 he was
recognized by the Government of Japan with the Foreign Minister’s
Certificate of Commendation, which awards those who made outstanding
contributions to the promotion of friendly relations between Japan and the
United States. He is a motivational speaker and author of his 2008
autobiography, “Step Onto the Mat”, which highlights his discipline and
journey to becoming an Olympic Silver Medalist at the 1988 Summer
Olympics.
With all of life’s blessings, Kevin is most grateful to be a husband to wife,
Mari and father to their five children. Kevin and his wife both serve as small
group leaders for their church. His whole family is active in Judo, with his
three older daughters as black belts and his two younger sons following in
his footsteps. Together, the family frequently travels to Japan for business,
judo and visiting family.

Nick Abbott,
AAMS®
EXPERIENCE* AND BACKGROUND
As a financial advisor, Nick believes it is important to invest his time in his
client relationships. Developing trust and rapport while gaining
understanding of each unique situation allows him to create appropriate
and comprehensive strategies. Whether for personal estates or
businesses, Nick's goal is to work closely with you toward your long-term
goals.
EDUCATION
Nick has developed and refined his investment experience and insurance
planning over the past 12 years. 10 of those years were at Edward Jones
where he was recognized for his client service excellence (2011-2017)
and served on the Hawaii leadership team (2010-2018). Nick completed a
bachelor’s of business administration with a major in finance, options and
the derivative markets from the University of Hawaii Manoa.
He also earned the AAMS® (Accredited Asset Management Specialist)
professional designation and holds registrations, licenses, and
designations recommended for his work as a financial advisor: Series 7,
Series 66, State Life and Health Insurance licenses for Hawaii, California,
Washington, Michigan, Texas and Florida.
INTERESTS
Nick enjoys spending time with his loving wife, Janean, and energetic 3yo
son. He also serves on the board of his local church and as past president
for the Rotary Club of Hawaii Kai, the Hawaii Kai Chamber of Commerce,
and the Hawaii Kai BNI group.Contact me for any questions related to the
established process that we have consistently used to help people pursue
their most important long-term financial goals.

Ronald G.L. Kam,
CLU®, ChFC®, CWS®, AIF®,
LUTCF®
Being in the Financial Industry these past 33 years have allowed me to
meet with hundreds of individuals and families who all desire what is best
for their future, and the future of their loved ones. It has taught me the
importance of listening, understanding and engaging with the lives of my
clients to develop strategies and roadmaps which bring security, stability
and confidence in their financial and estate goals.
Being a Chartered Life Underwriter, Chartered Financial Consultant,
Certified Wealth Strategist and an Accredited Investment Fiduciary has
allowed me to understand the “financial tools” that are available with the
underlying current of doing what is in the best interest of my clients as we
move through the financial and estate planning process.
Stewarding life and resources well is the lens which helps me to provide
the advice and recommendations to my clients, along with a heart to
service each client well throughout life’s journey.

SERVICE AND MANAGEMENT
Jamila Tabaquin
Client Relationship
Manager
Janean Abbott
Office Manager
Samantha Starbuck
Client Experience
Coordinator
Nina Nakamura
Client Relationship
Manager
Wendy Aquino
Client Relationship
Manager

Securities offered through First Allied Securities, Inc. member FINRA/SIPC.
Advisory services offered through First Allied Advisory Services, Inc., a registered investment adviser.
Mission Financial Group is under separate ownership from First Allied entities.