At Harkins Wealth Management we provide the following:

 

Access to Investments:

Brokerage Accounts

Socially Responsible Investing (SRI)

Bonds: Corporate & Tax-Free Municipal

 Common & Preferred Stock, Mutual Funds, ETFs

Government Securities, Treasury Bills & Notes

Annuities: Fixed & Variable

 

Financial Planning:

Comprehensive Financial Planning

Retirement Income Planning 

College Planning

*Financial Planning is offered through LPL Financial

 

Retirement Planning:

IRAs (Traditional, ROTH, SEP, SIMPLE)

Business Retirement Plans

Retirement: 401(k), 403(b)

Profit Sharing

 

Insurance:

Life Insurance  – Permanent & Term

Disability Income

Long-term Care

 

Tax Planning:

Tax-free & Tax Efficient Investing

Off-setting Capital Gains & Losses

 Gifting Strategies

Referral to CPA & Attorney

**Limitations and restrictions apply. Taxes may apply in certain situations.

 

 

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: RI, MA, CT, FL, ME, NJ, OH, PA, NY.