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We're Different.

Telephone or in person meetings

Telephone or in person meetings

Advisor on call. Reach out now!

No Conflicts

No Conflicts

SEC Regulation BI shines a light on the conflicts

AI

AI

AI with the human element

Akin Investments

Akin Investments

over 35 years in wall street

Wall St to Main St

Wall St to Main St

We make the complex simple!

Akin Investments

Akin Investments

Serving clients in a fiduciary capacity.

Wealth Management

Wealth Management

Take control of your financial future

Stocks & Bonds

Stocks & Bonds

Municipal Bonds, CD's, Exchange listed securities.

Stephen Akin

Stephen Akin

investment advisor Index Journal Photo

Bankrate.com features Stephen Akin Akin Investment.com
Bankrate.com features Stephen Akin Akin Investment.com

1. You want the heirs of your choice to receive your assets By naming your beneficiaries, you ensure that your money goes where you intend for it to go. That could be to a relative who really needs the financial assistance, a charity that’s close to your heart or whomever you want the money directed to. Without clear directions as to your wishes, executors or the state will follow only what the law says in distributing your assets. “When you name beneficiaries you ensure that after you die, your

Akin Investments
Akin Investments

Akin Investments featured by Bankrate.com Forbes.com, Fortune.com and more

Forbes features Stephen Akin
Forbes features Stephen Akin

Forbes interview with Akin Investments

Bankrate.com features Stephen Akin Akin Investment.com
Bankrate.com features Stephen Akin Akin Investment.com

1. You want the heirs of your choice to receive your assets By naming your beneficiaries, you ensure that your money goes where you intend for it to go. That could be to a relative who really needs the financial assistance, a charity that’s close to your heart or whomever you want the money directed to. Without clear directions as to your wishes, executors or the state will follow only what the law says in distributing your assets. “When you name beneficiaries you ensure that after you die, your

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Our cutting edge technology allows you to log in and view your updated financial information whenever you want. All your accounts in one place. Monitor your progress so you can feel more confident about your financial future. Start Here (It's Free!)

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Akin Investments

Akin Investments, llc suite 906 King Edward Building

102 North Mill  Street, Suite 906, Jackson, Mississippi 39201                                    (601) 974-0549

Personalized Service

PROFESSIONAL CONSULTING

Akin Investment is a Registered Investment Advisor.

 

Financial Planning services begin with a "Free - No Obligation" highly confidential meeting where we discuss your present financial condition as well as your long term financial needs, goals and dreams...

 

Independent "Fee Only" fiduciary advice A new smart choice for consumers without the pressure to buy investment products with large sales loads or hidden costs.

 

Whether you choose one time advice or ongoing services. We offer an affordable approach that provides you a simple, easy to follow step by step plan with investment strategies that will save you time, money and taxes.

 

We will help with Goal Setting and developing a realistic plan for paying down Student Loan Debt. Saving for a Home, Education and Retirement Funding.

 

Risk Management Review - Perform a comprehensive review of all client assets, liabilities, cash flow and insurance coverage. Determine whether the insurance coverage and the current allocation of assets is sufficient to provide the client with the means to achieve their goals and protect them in the event of some unforseen circumstance.

 

Estate Planning Review - Examine each clients estate plan and confirm that it meets the stated goals and objectives of the family. Work closely with the client's attorney or accountant on any changes that may be required.

 

The information gathered in this process guides the creation of a written investment policy. This investment policy will serve as a guideline for all of the decisions and the implementation of the financial plan, or portfolio management recommendations.

 

The investment recommendations are not limited to any specific service or product offered by an investment company, broker-dealer or insurance company.

 

Specialties

Financial Planning, Portfolio Management

About

As a boy in Houston, Texas I enjoyed boating and fishing with my family on Galveston Bay...By the late 1970's I held a US Coast Guard Captains License and then a Merchant Marine Masters Certificate in the early 1980's where I worked for Seal Fleet, Inc. and Hornbeck Offshore, Inc. 

 

I entered the investment world in 1984 as a Registered Representative Series 7 & 63  with Paine Webber, Inc. and Dean Witter Reynolds, Inc. that  merged with Morgan Stanley in 1997.

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Social Security

Use this external link to access the resources offered by the Social Security Administration.   Including calculators, benefits planner and much more.

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Tools & Calculators

Use this link to access, Retirement and, Required Minimum Distribution Calculators.College Savings, Fees and expenses. As well as simple loan and Accrued Interest Calculators. 

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Taxation

This link will provide access to the IRS.gov website. Great for downloading forms and researching your unanswered tax questions.