About |
At Harkins Wealth Management our mission is to be your most trusted advisor through our professional knowledge, integrity and personalized service. We offer one-on-one guidance customized to your individual needs, goals and objectives. With over 25 years of combined knowledge and experience in the financial services industry, we are the right choice for those seeking an independent team of advisors.
Our difference:
We provide comprehensive financial planning utilizing powerful tools through LPL Financial such as eMoney's WealthVision;
We specialize in working with clients going through a transition; divorce, widowhood, marriage, career changes;
We believe that an educated investor is a better investor and strive to provide educational opportunities throughout the year;
We offer a comprehensive approach utilizing independent objective research, customized technology, and work as a team with other experts in the fields of accounting, income tax, estate planning & trust services to better serve our clients.
Specialties:
*Holistic Approach to Comprehensive Financial Planning
*Women in Transition
*Socially Responsible Investing
*Retirement Income Planning
Securities, Financial Planning and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC www.sipc.org
For a list of states in which I am/we are registered to do business, please visit www.harkinswealthmanagement.com