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, Registered Representative, 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.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
A collection of tips from professional travelers.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Do your insurance needs stay the same when the nest empties?
Your credit score may influence how much you pay for auto and home insurance.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Even low inflation rates can pose a threat to investment returns.
It's easy to let investments accumulate like old receipts in a junk drawer.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
For women, retirement strategy is a long race. It’s helpful to know the route.
There are three things to consider before dipping into retirement savings to pay for college.
Around the country, attitudes about retirement are shifting.