Tax Loss Harvesting
Tax loss harvesting can help you offset taxes on capital gains. We break down how it works in this article. Tax Loss harvesting Works...
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Akin Investments, Solutions for a Complex World
Stephen Akin Founder/investment advisor representative with over 35 years in Wall Street
Investment Consulting
In addition, our advisors are supported by our Investment Team who are consistently committed to pursuing solid investment strategies:
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Portfolio Performance Analysis
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Risk Evaluation
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Investment Time Horizon
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Asset Allocation
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Assessment of Impact of Costs
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Assessment of Impact of Taxes
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Withdrawal Strategies
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Stock Concentration Divesting Strategies
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Dollar Cost Averaging
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Independent Professional Advice (IPA)
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Structured Settlement Adv
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Review of Outside Investments
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Complete Picture Approach
Asset Protection &
Risk Management
Our clients enjoy the satisfaction of knowing relevant assets will be accounted for and available strategies will be considered. We listen intently, assess your needs, and then help you create a path that leads you toward your desired outcomes. We strive to identify risks that could impact your situation such as
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Market Risks
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Liability Risks
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Structured Settlement Evaluations and Transfers
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Moral Obligations to Family
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Legal Risks from Business Ventures.
We will evaluate strategies to help reduce potential exposure to the loss suffered from unforeseen events.
Estate Planning
Our financial planning team focuses on developing comprehensive strategies to help achieve your financial goals. We strive to provide customized planning solutions that inspire confidence and help secure your financial future.
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Wealth Enhancement
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Wealth Transfer
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Wealth Protection
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Charitable Giving
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Life Insurance Needs Analysis
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Annuity and Structured Settlement evaluations and advice
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Estate Planning
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Gifting
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Education Planning
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Caring for Elderly
Ready to take control of your financial future?
Enjoy Wealth Management Reimagined
Experience our unique digital and personal approach to your financial future. Sign up for our free financial tools and schedule a complementary call with our financial professionals to get a personalized plan to help you meet your goals.
Easy as 1,2,3
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One dashboard to track all your accounts
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Comprehensive tools for a better view of your finances
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Tools to help plan for the future while staying on Budget
 One dashboardTo track all your accounts |  ComprehensiveGet a better view of your finances |  Tools to help planPlan for the future while staying on Budget |
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24/7/365 Access - Imagine a complete view of all of your finances. With our cutting edge technology you have 24/7/365 access any time any where.
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See every thing all in one place - See your funded accounts alongside the probability of success, and cash flow projection helps you gain the big picture view.
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Plan on the go with the mobile application -The app presents all the client portal information in a way that is even easier to engage on the go.
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Stay up to date with tasks - Seem less communications. Need something done. Tasks are funneled through the client portal and tracked by the advisor. Send push notifications to the mobile app or email.
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Upload documents with the Vault - Files are often exchanged over email. They got lost, deleted, or it becomes difficult to know which file is the most up-to-date.
Client Login
Now in Charleston
Check out our new location in Charleston, South Carolina.
Come see us in the heart of the city at 174 Meeting Street, Suite 300-76,
Charleston, South Carolina 29401
Wealth Management Reimagined
Each client is unique; therefore, we strive to custom-tailor each investment portfolio and design strategies necessary to work towards each client's unique needs, while ensuring all interests are aligned. Below are just a few of the services that we provide.
Our Services
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Akin Investments, Solutions for a Complex World
Stephen Akin Founder/investment advisor representative with over 35 years in Wall Street
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