About Shamrock Financial Solutions
Working Together to Solve Your Financial Goals
Meet Terry Larkin, the founder of Shamrock Financial Solutions. Terry is the tenth of fourteen children born to Dr. & Mrs. Joseph E. Larkin. A life-long resident of the Philadelphia and South Jersey Shore area, Terry graduated from Wildwood Catholic High School in 1975. He attended Mount Saint Mary’s University, graduating in 1979 with a Bachelors degree in Business & Finance and a minor in Economics. While there, he played rugby and lacrosse. Terry has been in the insurance and financial services industry for nearly 38 years. He received his CLU degree from The American College in Bryn Mawr, PA in 1990.
Terry is very active in his community as a member of the Lions Club of North East Philadelphia and the Black Jack Kehoe, Division #4 Ancient Order of Hibernians. He has been a member of the Philadelphia Men of Malvern, a movement in the Catholic Church, for 40 years. Terry is the proud father of three sons, two daughters and five grandchildren.
Shamrock Financial Solutions takes great pride in educating clients to better understand their own retirement future. Isn’t it time to take control? Make an appointment today. Call locally, (215) 313-4310. Terry is licensed to do business in Pennsylvania and New Jersey.
At Shamrock Financial Solutions we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 5 critical areas of retirement planning, including:
As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Shamrock Financial Solutions we work hard to bring our clients the financial solutions that are designed to help them achieve security and peace of mind in retirement.
The Shamrock Financial Solutions 3-Step Process
Step 1: Getting To Know Each Other
In our first meeting, we'll get to know each other. We will talk about what your financial objectives are, and what it is that you'd like to accomplish with your financial plan. We will also share a little bit about our financial planning strategies and what we can do to help you achieve your goals.
Step 2: Building Your Financial Plan
In our next meeting, we will begin building your plan. We will cover Social Security, Pensions, 401k's, and Medicare, as well as your lifestyle and other aspects of your life that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events.
By the end of our meeting you'll have a solid understanding of your current financial standing, and what needs to be done in order for you to achieve your financial goals, while still retaining the security and peace of mind that will allow you to get a good night's sleep at the end of the day.
Step 3: Ongoing & Proactive Management
As life changes, so should your plans. We will meet on a regular basis and re-evaluate your financial plan, make adjustments as necessary, and always ensure that you are on target to achieve your objectives.
Other Areas of Focus: Social Security Maximization
At Shamrock Financial Solutions, we believe in these words and echo their sentiment by providing our clients with a comprehensive understanding of Social Security. We understand that for many Americans, Social Security is the foundation to the bridge that can securely take them from retirement into the rest of their life.
One of the most imperative decisions you can make in regards to your retirement is when to start receiving your Social Security benefit. There are pros and cons to delaying your benefit, as well as receiving it as soon as you become eligible- at age 62. We can help you navigate this process by showing you precisely what to do, and at what time, to maximize your Social Security Benefit.
FREE RETIREMENT ROADMAP DOWNLOAD
There are many places you can go to get help with your retirement planning. If you're a do-it-yourself kind of person, or you're just looking for some basic guidance, you can check out our online resources to learn the basics (you're off to a good start!), and we're here to help answer any of your questions.