Akin Investment Advisory

o buy investment products with large sales loads or hidden costs. 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 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. Specialties
Financial Planning, Portfolio Management