Welcome to Larkin & Associates, an Investment Advisory firm located in Surprise, Arizona. J. Donald Larkin and M. Sue Larkin, Certified Financial Planner™ practitioners, have operated Larkin & Associates since 1981. They firmly believe that personal relationships and customer service are the basis for strong business partnerships. Larkin & Associates is family owned and operated and is positioned to continue for many years to come. 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.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
A change in your mindset during retirement may drive changes to your portfolio.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
There are common mistakes you can avoid when saving for retirement.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn how to harness the power of compound interest for your investments.
Here’s a crash course on saving for college.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Pundits say a lot of things about the markets. Let's see if you can keep up.