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228-229-5020

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All Rights ©2019 by Akin Investments, LLC. Proudly created with Wix.com

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A Comprehensive Approach

We work side by side with our clients to assist in making the choices needed to meet their dreams and goals.

Financial Status Evaluation

Free Consultation
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Office Conference
The Path To Success

Personalized services for, individuals, families, small businesses, non-profits and more.

Financial Planning

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Expert Guidance

Whether you choose one time advice or ongoing services. We offer an affordable approach that will save you time, money and taxes.

Portfolio Management

Book Online
Legal Research and Writing

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!)

Akin Investments

770 Water Street, Suite 415, Biloxi, Mississippi 39530                                      228-229-5020

Personalized Service

PROFESSIONAL CONSULTING

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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" Financial Planning & Portfolio Management. FINRA Series 65. 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.

 

Income Tax Review - In conjunction with the client's CPA, review income tax returns. Make tax planning recommendations.

 

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
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my Social Security

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

Social Security

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FINRA

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. 

Tools & Calculators

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IRS

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

Taxation

External links disclaimer. Throughout our site you will find links to external websites Although we make every effort to ensure these links are accurate, up to date and relevant, Akin Investment Advisory cannot take responsibility for pages maintained by external providers.  Please note that external links from this website are provided as a courtesy. We take no responsibility for information contained on external links from this website.