Broker Check

14997 West Bell Road
Suite 100
Surprise, AZ 85374

Larkin & Associates

623-972-6155

 
What Our Kids Can Teach us About Saving Money The Fed and How It Got That Way How to Retire Early Perception vs. Reality

Welcome to Larkin & Associates, a family team of Certified Financial Planner™ practitioners located in Surprise, Arizona. The team, consisting of J. Donald Larkin, CFP®, M. Sue Larkin, CFP®, and Michael J. Larkin, CFP®, has been serving the Sun Cities area since 1981 and is positioned to continue serving the area for many years to come.  The Larkins firmly believe that personal relationships and customer service are the basis for strong business partnerships. Over the next few years, we will see greater and faster innovations in technology and investments than ever before. We plan to be right here, helping you make the adjustments to our ever-changing financial world. Our mission has been, and continues to be to help you and your family create and maintain wealth for current and future generations. We believe that this Web site will prove to be beneficial to you. Please feel free to contact us for further information.

Helpful Content

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

 

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Building Your Legacy

A four-step framework for building a personal legacy.

View all articles arrow

Doubling Your Money

This calculator demonstrates the power of compound interest.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

View all videos arrow