Financial Status Evaluation

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

Financial Planning

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

Portfolio Management

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

FINRA Series 65

FINRA Series 65

35 Years of Investment Experience

Stephen Akin

Stephen Akin

Registered Investment Advisor (Index Journal Photo)

Stocks & Bonds

Stocks & Bonds

Municipal Bonds, CD's, Exchange listed securities.

Active tax planning

Active tax planning

Understand the new tax law changes

AI

AI

AI with the human element

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!)

RETIREMENT PLANNING

Even help with your existing plan at work that everybody funds but nobody understands!

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College funding

College funding

Endowments, 529b plans

Will you be ready?

Will you be ready?

Kids on the bus are tomorrows grads!

Got Debt?

Got Debt?

Learn about repayment plans and public loan forgiveness!

Active tax planning

Active tax planning

Understand the new tax law changes

Education plans

Education plans

529 College funds

ESTATE PLANNING

As well as help understanding an estate transfer after the death of a loved one.

Structured Settlement Advice

Structured Settlement Advice

Evaluate your options.

Estate Planning

Estate Planning

Will, Trusts and Insurance evaluations

Financial Planning

Financial Planning

Healthcare Directives, Long Term Care Evaluations

Stocks & Bonds

Stocks & Bonds

Municipal Bonds, CD's, Exchange listed securities.

RMD @ 70.5

RMD @ 70.5

Required Minimum Distribution. Let's talk!

Active tax planning

Active tax planning

Understand the new tax law changes

AI

AI

The human element

Personalized Service

PROFESSIONAL CONSULTING

Akin Investment Advisory is a Registered Investment Advisor based in Greenwood, South Carolina.

 

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

CONTACT
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104 Maxwell Ave, Suite 333,
 Greenwood, SC 29648, USA

(864) 344-4438

ABOUT
Me
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Social Security

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

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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. 

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Taxation

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

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.

https://www.akininvestment.com

228-229-5020

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