Telephone or in person meetings
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No AXE to grind!
We don't trade against you or sell financial products
We help you navigate the nuanced world of finance.
SEC Regulation BI shines a light on the conflicts
AI with the human element
over 35 years in wall street
Wall St to Main St
We make the complex simple!
Serving clients in a fiduciary capacity.
Take control of your financial future
Stocks & Bonds
Municipal Bonds, CD's, Exchange listed securities.
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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" 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.
Financial Planning, Portfolio Management