Wealth Management

Personalized, fiduciary advice and a
strong focus on independent, fee-only planning. Their approach
includes tailored financial planning, portfolio management,
estate, retirement, and education planning, as well as specialized
services for inheritances, business exit strategies, and structured
settlements. The firm, led by founder Stephen H. Akin, leverages
over 40 years of investment experience to craft bespoke
strategies addressing each client's unique needs and goals.

Woman in blue suit smiles at a man signing papers at a desk in an office. Open book, computer, and bright window in background.

Unlocking the Benefits of Financial Wealth Planning

When it comes to managing your money, the idea of financial wealth planning might seem overwhelming. But trust me, it’s not just for the ultra-rich or financial experts. Whether you’re an individual, a small business owner, or someone planning for retirement or education, understanding how to plan your wealth can make a huge difference in your financial future.

Wealth Management

Stephen H Akin

2 days ago3 min read

Closed planner with the word "PLANNER" in red, in dramatic light and shadow. The cover is light gray, creating a contemplative mood.

Clever Year-End Financial Moves

Before 2025 ends, taking proactive tax and financial steps can significantly reduce your tax burden and strengthen your long-term financial health. The most effective year-end strategies focus on retirement contributions, charitable giving, investment management, and optimizing income and deductions.

Stock Market

Stephen H Akin

Oct 184 min read