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

Investments*

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