Broker Check

14997 West Bell Road
Suite 100
Surprise, AZ 85374

Larkin & Associates

623-972-6155

 

Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Don, a Certified Financial Planner™ practitioner, has been serving his clients’ financial planning needs since 1973. He is the owner of Larkin & Associates, an Arizona licensed Investment Adviser headquartered in Surprise,...

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Sue, a Certified Financial Planner™ practitioner, has been providing financial planning services since 1983. She is an Advisory Associate of Larkin & Associates, an Arizona licensed Investment Adviser headquartered in Surprise,...

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Michael is also the owner and operator of Larkin Tax Services where he has been preparing individual and fiduciary tax returns since 2002. Michael sees his role as being much more than simply preparing tax returns. He feels it is...

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