Financial Planning | The Larkin Group

Financial Strategies

People do not plan to fail; they simply fail to plan. Do you have a financial strategies for your future?
If so, is it still on track to accomplish the goals you laid out? Moreover, do you still have the same goals? If the answer to any of these questions is “no” then it is time to turn to The Larkin Group. Come in and sit down with our financial advisors who have both completed the Certified Financial Planners™ (CFP®) education programs to address any of your future needs. Some questions to consider are:

What is your time horizon for retirement?

Have you accumulated enough to retire?

How much will you need to live the lifestyle that you are accustomed to?

Will you have an issue with your estate in the future?

These are a few very important questions that you may not be able to answer. Let our financial advisors help you prepare for your future and obtain the goals that you desire. Set your goals and needs for retirement and track your progress!

Some of the services that we offer:

Comprehensive Financial Plans

Advanced Planning Techniques

Asset Allocation

Fee Based Investments Advisory Accounts

Education Funding

Retirement Plans (IRA, Roth, old 401(k)’s)

Annuities

Life Insurance

Asset Protection Strategies

Estate Planning

Trust Strategies (Charitable, Irrevocable Life Insurance Trusts, Private Foundations, etc.)

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

The Larkin Group specializes not only in working with individuals, but also working with businesses and their owners. There are many complex financial strategies that can be implemented through businesses to fully take advantage of their status. The Larkin Group offers extensive knowledge in these areas and can help with the implementation.

Services that we provide:

Retirement Plan Implementation

401(k) (Traditional & Roth), 403(b), SEP, SIMPLE

Business Exit Strategies

Buy-Sell Agreements

Profit Sharing Plans

Traditional or Alternative

Defined Benefit Plans

Call us today to arrange your initial cost fee consultation!

Securities and Investment Advisory Services offered through Questar Capital Corporation, Member FINRA and SIPC. The Larkin Group is independently owned and operated.