Stephen Akin
fiduciary, investment adviser at Akin Investments, llc
- Role
- Founder Akin Investments Fiduciary, Investment Adviser Representative at Akin Investments, Llc
- Location
- Charleston County, SC, US
- LinkedIn followers
- 500 followers
About Stephen Akin
Akin Investment, llc is a fiduciary investment adviserFinancial 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 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 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 unforeseen 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.
Experience
Founder Akin Investments Fiduciary, Investment Adviser Representative
Jan 2016 — Present · Charleston, SC, US
Charleston, South Carolina Metropolitan Area
Skills
- Risk Management
- Portfolio Management
- Investment Banking
- Municipal Bonds
- Insurance
- Communication
- Small Business Financial Management
- Registered Investment Advisor
- Wealth Accumulation
- Securities Regulation
- Customs Brokerage
- Capital Markets
- Public Speaking
- Risk Assessment
- Wealth Management
- Contract Management
- Financial Planning
- Inspection
- Uscg Captain
- International Business
- Investments
- Marine Engineering
- Small Business Retirement Planning
- Technical Analysis
- Navigation
- Stock Trading
- Energy
- Celestial Navigation
- Retirement Planning
- Marine Safety
- Financial Accounting
- Equities
- Immigration Issues
- Customs Regulations
- Financial Modeling
- Seamanship
- Arbitration
- Commercial Insurance
- Due Diligence
- Alternative Investments
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