We're Different.
 Telephone or in person meetingsAdvisor on call. Reach out now! |  No ConflictsSEC Regulation BI shines a light on the conflicts |  AIAI with the human element |
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 Akin Investmentsover 35 years in wall street |  Wall St to Main StWe make the complex simple! |  Akin InvestmentsServing clients in a fiduciary capacity. |
 Wealth ManagementTake control of your financial future |  Stocks & BondsMunicipal Bonds, CD's, Exchange listed securities. |  Stephen Akininvestment advisor Index Journal Photo |
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 featured by Bankrate.com Forbes.com, Fortune.com and more
Forbes features Stephen Akin
Forbes interview with Akin Investments
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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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.
Social Security
Use this external link to access the resources offered by the Social Security Administration. Including calculators, benefits planner and much more.
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.
Taxation
This link will provide access to the IRS.gov website. Great for downloading forms and researching your unanswered tax questions.