Select your Financial Destination Our GPS will help you get there.

IMPORTANT: The projections or other information generated by the GPS Projection regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.

10+ Years To Retire

IMPORTANT: The projections or other information generated by the GPS Projection regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.

 
So you have 10 more years until that day when you can sit back and enjoy the fruits of your career. It is very important that you plan for your retirement today. Don’t wait. One of the benefits of planning is that you may be able to determine you are closer to retirement than you think. Here are some quick questions that will let you know if you have planned properly. Are maximizing your company’s plan? Are you considering rising healthcare costs as you get older? Have you thought about your tax bills and how they will affect your spendable income in your later years? Complete the GPS Projection questionnaire. Your answers will allow Ken to prepare a projection which will provide you with a complete picture of where you are and where you are going, and how best to get there. Pick up the phone and call Ken today. Do not wait. He will help develop a comprehensive retirement plan and road map that will safely guide you into retirement when that time comes.
 

rachel

Are you like Rachel?

Rachel is 50 years old and is planning to retire at 65. Rachel has family in London and wants to make sure that she can have the financial freedom to travel there a coupe of times per year after she retires. Rachel is nervous that she will quickly deplete her savings if she wants to see her family more than once a year. Worse yet, Rachel is concerned that she will outlive her savings and not be in a position to support herself into her 80s. The good news is that Rachel has sought out Ken Mahoney to help her get onto the right path so that she can enjoy her family no matter how far away they might be. Rachel is now thanking her lucky stars that she found Ken when she did. She thought that she had plenty of time to earn more money before she retired. Yet, had Ken not reconfigured her retirement plan and put Rachel on the right road, Rachel might not have had enough money to pay for expensive long term expenses in her later years.


 
 

 
 
 


INVESTING RISK DISCLOSURE

Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money. Before investing, consider the funds’ investment objectives, risks, charges, and expenses. Contact Mahoney Asset Management for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.

 
IMPORTANT CONSUMER INFORMATION:

This web site has been prepared solely for informational purposes. It is not an offer to buy or sell any security; nor is it a solicitation of an offer to buy or sell any security.This site and the opinions and information therein are based on sources which we believe to be dependable, but we can not guarantee the accuracy of such information.

Representatives of a broker-dealer or investment adviser may only conduct business in a state if the representatives and the broker-dealer or investment adviser they represent: (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licenser requirements.

An investor may obtain information concerning a broker-dealer, an investment advisor, or a representative of a broker-dealer or an investment advisor, including their licenser status and disciplinary history, by contacting the investor’s state securities law administrator.

SECURITIES: ARE NOT FDIC-INSURED/ARE NOT BANK-GUARANTEED/MAY LOSE VALUE
This information is intended for use only by residents of CA, CT, DC, FL,, MA, MD, MN, NC, NJ, NY, OH, PA, and VA. Securities-related services may not be provided to individuals residing in any state not listed above.

The financial calculator results shown represent analysis and estimates based on the assumptions you have provided, but they do not reflect all relevant elements of your personal situation. The actual effects of your financial decisions may vary significantly from these estimates–so these estimates should not be regarded as predictions, advice, or recommendations. Mahoney Asset Managment does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences.

SECURITIES OFFERED THROUGH AURORA CAPITAL LLC, MEMBER FINRA / SIPC
17 PARK AVENUE #201 NEW YORK, NY 10016 – (917) 834-7206

2 Years Or Less To Retire

IMPORTANT: The projections or other information generated by the GPS Projection regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.

 
It is almost here. You plan to retire in less than two years. Now you are asking yourself some very important questions such as, how realistic have you been in planning for your retirement? Have you thoroughly reviewed your income and expenses to see you’re your current standing and where you will be in those important retirement years? Have you planned for your lifestyle needs and rising healthcare costs, as you get older? Now is the time to review your assets and your expected expenses in retirement. While some of your expenses may decrease, other expenses may increase. Properly forecasting your desired lifestyle, as you get older is crucial to a sound, financial retirement. Ken can help you easily answer these questions. Complete the GPS Projection questionnaire and Ken will be able to provide you with both a short term and long range road map to your retirement future. You can also pick up the phone now and call Ken so that these questions are not lingering in your mind. He can begin to put you on the right road today.
 

rachel

Are you like Bob Anderson?

Bob is 61, looking forward to retirement in less than 2 years and is trying to figure out if he will have enough money to travel the world. Bob hired Ken Mahoney to help him navigate his retirement future. Ken evaluated Bob’s finances and had to tell Bob some troubling news. On his current path, not only would Bob not be able to travel the world, he would run out of money at age 76.


 
 

 
 
 


INVESTING RISK DISCLOSURE

Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money. Before investing, consider the funds’ investment objectives, risks, charges, and expenses. Contact Mahoney Asset Management for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.

 
IMPORTANT CONSUMER INFORMATION:

This web site has been prepared solely for informational purposes. It is not an offer to buy or sell any security; nor is it a solicitation of an offer to buy or sell any security.This site and the opinions and information therein are based on sources which we believe to be dependable, but we can not guarantee the accuracy of such information.

Representatives of a broker-dealer or investment adviser may only conduct business in a state if the representatives and the broker-dealer or investment adviser they represent: (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licenser requirements.

An investor may obtain information concerning a broker-dealer, an investment advisor, or a representative of a broker-dealer or an investment advisor, including their licenser status and disciplinary history, by contacting the investor’s state securities law administrator.

SECURITIES: ARE NOT FDIC-INSURED/ARE NOT BANK-GUARANTEED/MAY LOSE VALUE
This information is intended for use only by residents of CA, CT, DC, FL,, MA, MD, MN, NC, NJ, NY, OH, PA, and VA. Securities-related services may not be provided to individuals residing in any state not listed above.

The financial calculator results shown represent analysis and estimates based on the assumptions you have provided, but they do not reflect all relevant elements of your personal situation. The actual effects of your financial decisions may vary significantly from these estimates–so these estimates should not be regarded as predictions, advice, or recommendations. Mahoney Asset Managment does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences.

SECURITIES OFFERED THROUGH AURORA CAPITAL LLC, MEMBER FINRA / SIPC
17 PARK AVENUE #201 NEW YORK, NY 10016 – (917) 834-7206

3 – 5 years to retire

IMPORTANT: The projections or other information generated by the GPS Projection regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.

 
Are you planning or hoping to retire in three to five years? Do you have a plan? How realistic is it? There are things that will keep you up at night if you have not planned properly such as whether you have you saved enough to meet your retirement goals? Or, have you reviewed the allocation in your company’s retirement plan as well as your other investments to determine if you will outlive your nest egg? Ken can help you determine today if your planning is on target and answer the question about whether you can retire in five years, and if not when will be the right time. Complete the GPS Projection questionnaire today so that Ken can provide you with a retirement projection that will help you see your complete financial picture to date. Your answers will help Ken determine if your asset allocation is right for you. Or pick up the phone and call Ken now so that he can provide you with a retirement road map that will help you accomplish your retirement goals and answer all the questions so that you can sleep soundly.
 

rachel

Are you like Silda & Ronald?

Ronald is 60 and Silda is 58. They have been working very hard for their entire careers and are really looking forward to retirement when they turn 62 years old. They are concerned about how far down the road their money will take them. They have been diligent about saving by contributing 3% to each of their 401K’s. They also have not been spending that much since their family lives near by. However, they want to purchase a membership at a golf club in Southern Florida and participate in a timeshare so they can get away from the snow in the winter and enjoy a bit more fun in the sun. Ronald and Silda have figured that with their savings combined with collecting Social Security income, they were surely on the right path. Recently after seeing Ken on CNBC and being introduced to him through a mutual friend, they quickly understood that what they thought was an easy transition to retirement would not be that way if they didn’t make some changes.


 
 

 
 
 


INVESTING RISK DISCLOSURE

Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money. Before investing, consider the funds’ investment objectives, risks, charges, and expenses. Contact Mahoney Asset Management for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.

IMPORTANT CONSUMER INFORMATION:

Mr. Mahoney is a registered broker with Aurora Capital LLC, registered broker-dealer with U.S. Securities and Exchange Commission, member FINRA/MSRB/SIPC. Clearing through Legent Clearing LLC, member FINRA/MSRB/SIPC Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Diversification does not guarantee profit nor is it guaranteed to protect assets.

(The Standard & Poor's 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. The Dow Jones Industrial Average is a price-weighted average of 30 significant stocks traded on the New York Stock Exchange and the NASDAQ. The DJIA was invented by Charles Dow back in 1896.

The Nasdaq Composite is an index of the common stocks and similar securities listed on the NASDAQ stock market and is considered a broad indicator of the performance of stocks of technology companies and growth companies.

The MSCI EAFE Index was created by Morgan Stanley Capital International (MSCI) that serves as a benchmark of the performance in major international equity markets as represented by 21 major MSCI indexes from Europe, Australia and Southeast Asia.

The Dow Jones Corporate Bond Index is a 96-bond index designed to represent the market performance, on a total-return basis, of investment-grade bonds issued by leading U.S. companies. Bonds are equally weighted by maturity cell, industry sector, and the overall index.

The S&P/Case-Shiller Home Price Indices are the leading measures of U.S. residential real estate prices, tracking changes in the value of residential real estate. The index is made up of measures of real estate prices in 20 cities and weighted to produce the index.

The 10-year Treasury Note represents debt owed by the United States Treasury to the public. Since the U.S. Government is seen as a risk-free borrower, investors use the 10-year Treasury Note as a benchmark for the long-term bond market.

Google Finance is the source for any reference to the performance of an index between two specific periods.

Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.

Past performance does not guarantee future results.

You cannot invest directly in an index.

Consult your financial professional before making any investment decision.

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

These are the views of Platinum Advisor Marketing Strategies, LLC, and not necessarily those of the named representative, Broker dealer or Investment Advisor, and should not be construed as investment advice. Neither the named representative nor the named Broker dealer or Investment Advisor gives tax or legal advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Please consult your financial advisor for further information.

SECURITIES OFFERED THROUGH AURORA CAPITAL LLC, MEMBER FINRA / SIPC
17 PARK AVENUE #201 NEW YORK, NY 10016 – (917) 834-7206

Been retired for More Than 1 Year

IMPORTANT: The projections or other information generated by the GPS Projection regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.

 
You’ve been retired for some time and now there are questions such as what are the ways that you can enhance retirement lifestyle? Or, what will you do about inflation and the ways it is eating away at your nest egg giving you less spendable income? Or, you are getting older and will you have enough money to spend on healthcare as these costs continue to rise? These are questions that Ken can answer by providing you with a roadmap that you give you a better understanding of how to plan for your next couple of years and beyond. Ken can recommend strategies to guard against inflation, giving you a dependable stream of income. Ken will also put together a team of professionals, including tax preparers and insurance agents that will ensure that you are on the right track by reviewing your plan to make sure that it meets all of your retirement objectives. Complete the GPS Projection questionnaire. Your answers can help Ken prepare a before and after review of all your assets and expenses. Or, simply pick up the phone now and call Ken so that he can partner with you now to begin the planning process to put you on the right retirement road today.
 

rachel

Are you like Lisa & Thomas?

They are both 65 years old and collecting Social Security Income. They are spending $60,000 every year on living expenses. Their nest egg of $300,000 has been sitting in a savings account and has not been earning an y money for the past three years. As a couple, they have aspirations of traveling to their beach house in California more often and spending time with their family in Washington DC. This means flying to see them at least four to five times per year. They decided that they needed help because they were not living the life they wanted and were even more afraid that they would run out of money. After engaging Ken, he confirmed Thomas and Lisa’s greatest fears, yet it was worse then they thought. Ken assessed their situation and determine that they would run out of money at age 75 if they stayed on the current road.


 
 

 
 
 


INVESTING RISK DISCLOSURE

Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money. Before investing, consider the funds’ investment objectives, risks, charges, and expenses. Contact Mahoney Asset Management for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.

 
IMPORTANT CONSUMER INFORMATION:

This web site has been prepared solely for informational purposes. It is not an offer to buy or sell any security; nor is it a solicitation of an offer to buy or sell any security.This site and the opinions and information therein are based on sources which we believe to be dependable, but we can not guarantee the accuracy of such information.

Representatives of a broker-dealer or investment adviser may only conduct business in a state if the representatives and the broker-dealer or investment adviser they represent: (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licenser requirements.

An investor may obtain information concerning a broker-dealer, an investment advisor, or a representative of a broker-dealer or an investment advisor, including their licenser status and disciplinary history, by contacting the investor’s state securities law administrator.

SECURITIES: ARE NOT FDIC-INSURED/ARE NOT BANK-GUARANTEED/MAY LOSE VALUE
This information is intended for use only by residents of CA, CT, DC, FL,, MA, MD, MN, NC, NJ, NY, OH, PA, and VA. Securities-related services may not be provided to individuals residing in any state not listed above.

The financial calculator results shown represent analysis and estimates based on the assumptions you have provided, but they do not reflect all relevant elements of your personal situation. The actual effects of your financial decisions may vary significantly from these estimates–so these estimates should not be regarded as predictions, advice, or recommendations. Mahoney Asset Managment does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences.

SECURITIES OFFERED THROUGH AURORA CAPITAL LLC, MEMBER FINRA / SIPC
17 PARK AVENUE #201 NEW YORK, NY 10016 – (917) 834-7206

Just Retired

IMPORTANT: The projections or other information generated by the GPS Projection regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.

 
Congratulations, you are retired! Now you want to maintain or enhance your lifestyle in retirement. Even with the effects of inflation Ken is here to show you the strategies that hedge or offset those effects and help you to achieve a dependable stream of income that you can count on. Ken’s GPS Projection for retirement will provide you with a current picture of where you are in terms of retirement savings and then how you can benefit from Ken’s retirement planning and investing strategies to enhance and achieve more income during these important years. The GPS Projection is also a helpful tool when coordinating with other professionals such as tax preparers and insurance agents, giving them a more complete picture of your planned income and expenses when you enter retirement. While there are any number of websites and articles that relate to retirement planning; before, during and after, Ken believes his GPS Projection is one of the best ways to see the overall picture. Complete the GPS questionnaire now and submit it or call Ken directly and he can assist you with your planning needs immediately, giving you both peace of mind and the financial assistance to properly guide you to your retirement destination.
 

rachel

Are you like Chris & Mary?

They are both 62 years old. They have been retired for less than a year and they are already feeling the pinch. They wanted to buy a vacation home in South Carolina, and now they are worried that they will not be able to live out their dream. They were recently introduced to Ken Mahoney and asked him to help them figure out if they were on the right road or if they needed to change directions.


 
 

 
 
 


INVESTING RISK DISCLOSURE

Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money. Before investing, consider the funds’ investment objectives, risks, charges, and expenses. Contact Mahoney Asset Management for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.

 
IMPORTANT CONSUMER INFORMATION:

This web site has been prepared solely for informational purposes. It is not an offer to buy or sell any security; nor is it a solicitation of an offer to buy or sell any security.This site and the opinions and information therein are based on sources which we believe to be dependable, but we can not guarantee the accuracy of such information.

Representatives of a broker-dealer or investment adviser may only conduct business in a state if the representatives and the broker-dealer or investment adviser they represent: (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licenser requirements.

An investor may obtain information concerning a broker-dealer, an investment advisor, or a representative of a broker-dealer or an investment advisor, including their licenser status and disciplinary history, by contacting the investor’s state securities law administrator.

SECURITIES: ARE NOT FDIC-INSURED/ARE NOT BANK-GUARANTEED/MAY LOSE VALUE
This information is intended for use only by residents of CA, CT, DC, FL,, MA, MD, MN, NC, NJ, NY, OH, PA, and VA. Securities-related services may not be provided to individuals residing in any state not listed above.

The financial calculator results shown represent analysis and estimates based on the assumptions you have provided, but they do not reflect all relevant elements of your personal situation. The actual effects of your financial decisions may vary significantly from these estimates–so these estimates should not be regarded as predictions, advice, or recommendations. Mahoney Asset Managment does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences.

SECURITIES OFFERED THROUGH AURORA CAPITAL LLC, MEMBER FINRA / SIPC
17 PARK AVENUE #201 NEW YORK, NY 10016 – (917) 834-7206