Larkins & Associates Financial Services offers personalized financial planning and investment consultation. This includes helping clients determine their financial objectives, manage cash flow, plan for taxes, review insurance, fund education, plan for retirement, and plan their estate. The firm provides ongoing consultation and advice regarding investment portfolios, retirement plans, and variable life or annuity policies, focusing on mutual funds, certificates of deposit, and variable insurance products. Clients make the final investment decisions and maintain control of their assets.
Fee Structure
Larkins & Associates Financial Services offers a Financial Advisory Program for $360 per year, billed quarterly. This program provides ongoing consultation and advice regarding your investment portfolio, retirement plan, or variable life or annuity policies. If you don't enroll in the program, you can schedule consultation sessions for $30 per hour after the first 30 minutes (which are free).