Stephen H Akin
Small Business Saturday
Akin Investments Celebrates Small Business and Entrepreneurs. Saturday, November 30, 2024 is Small Business Saturday.
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Akin Investments, Solutions for a Complex World
Investment Consulting
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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
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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.
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Estate Planning
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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
Akin Investments
174 Meeting Street Suite 300-76 Charleston, South Carolina 29401
Akin Investments
Visit our office in the heart of Charleston South Carolina
Akin Investments
Front Entrance 174 Meeting Street 3rd Floor
Akin Investments
174 Meeting Street Suite 300-76 Charleston, South Carolina 29401
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Come see us in the heart of Charleston! 174 Meeting Street, Suite 300-76, Charleston, South Carolina 29401
Our Services
Personal service
Need an "IPA" "Independent Professional Advice" letter?
Start where you are! Financial Planning is not just for the wealthy!
Business or Personal Retirement Plans including IRA 401k 403b and more.
Start where you are! Financial Planning is not just for the wealthy!
No matter what your age a well devised estate plan will provide for your loved ones.
Active professional management of investments
Business or Personal Retirement Plans including IRA 401k 403b and more.
Learn how to succeed with the many online trading platforms.
Akin Investment
Wealth Management Reimagined
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investment adviser
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Asset and Cash Management Solutions
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Wealth Management
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401(k) Rollovers
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Alternative Investments
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Endowments and Foundations
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​Estate Planning Strategies
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Executive Financial Services
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Financial Planning
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Philanthropic Mamagement
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Retirement Planning
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Structured Settlement Transactions
We do not sell any financial or insurance products.
We do not take custody of funds or securities.
We simply offer expert advice.
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Akin Investments, Solutions for a Complex World
Stephen Akin Founder/investment advisor representative with over 39 years in Wall Street
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