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Our Services

At Durkin Financial, LLC, we provide assistance in the following areas:

Retirement Planning

  • Social Security Optimization Planning
  • IRA's
  • 401K
  • IRA Rollovers
  • Retirement Income Projection and Analysis
  • Long Term Care Insurance
  • Analysis of Required Minimum Distributions of IRA (age 70 and a half)

Financial Planning

  • Tax reduction strategies
  • Business succession planning
  • College funding plans
  • Stock option planning
  • Survivor Needs Analysis and Life Insurance Planning
  • Estate Planning

Investment Management and Services

  • Asset Allocation Analysis (Modern Portfolio Theory)
  • Individually Management Accounts
  • Professional Money Managers


  • Money Markets
  • Municipals and Tax
  • Advantaged Instruments
  • Mutual Funds
  • Stocks
  • Corporate and Government Bonds
  • Annuities
  • ETF's