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Personal Info

First name
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Last name
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Email address
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Phone Number
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Current Age
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Are you currently retired?
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At what age would you like to retire?
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Income & Expenses

What is your current annual income?
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What are your current monthly expenses?
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Will your monthly expenses be the same after retirement?
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What will be your monthly expenses be after retirement?
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Retirement Saving

Do you contribute to a retirement plan at work?
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What type of plan do you have?
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What type of plan is it?
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What percentage of your income do you currently contribute?
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How much is your company match?
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Will you receieve a pension?
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How much will you recieve monthly?
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Gross or Net?
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How much will you recieve from your pension each month?
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Gross or Net?
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Are you saving for retirement outside of your job?
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Are you currently working with a Financial Planner or Advisor?
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What is the name of your Financial Planner or Advisor?
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Income & Expenses

Are you collecting Social Security?
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What is your monthly SSI Benefit?
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What are your current monthly expenses?
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What were your monthly expenses before retirement?
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Are you currently working with a Financial Planner or Advisor?
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What is the name of your Financial Planner or Advisor?
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Investment Assets

If you have any of the accounts below, list how much is currently in each.
Current 401k
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Old 401k
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403b
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IRA
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Roth IRA
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Beneficiary IRA
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Annuity
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Year opened
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Savings
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529 Plan
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CDs
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Other
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Amount
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Do you anticipate receiving any large sums of money?
Like the sale of a home or business, inheritance, settlements, etc.
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How much do you think you'll receive?
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Life Insurance

Do you have life insurance?
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What type of life insurance do you have?
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What is the cash value?
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Do you have long term care insurance?
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Would you like to add someone else to your GPS projection?

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Personal Info

First name
Field is required!
Last name
Field is required!
Email address
Field is required!
Phone Number
Field is required!
Current Age
Field is required!
Are you currently retired?
Field is required!
At what age would you like to retire?
Field is required!

Income & Expenses

What is your current annual income?
Field is required!
What are your current monthly expenses?
Field is required!
Will your monthly expenses be the same after retirement?
Field is required!
What will be your monthly expenses be after retirement?
Field is required!

Retirement Saving

Do you contribute to a retirement plan at work?
Field is required!
What type of plan do you have?
Field is required!
What type of plan is it?
Field is required!
What percentage of your income do you currently contribute?
Field is required!
How much is your company match?
Field is required!
Will you receieve a pension?
Field is required!
How much will you recieve monthly?
Field is required!
Gross or Net?
Field is required!
How much will you recieve from your pension each month?
Field is required!
Gross or Net?
Field is required!
Are you saving for retirement outside of your job?
Field is required!
Are you currently working with a Financial Planner or Advisor?
Field is required!
What is the name of your Financial Planner or Advisor?
Field is required!

Income & Expenses

Are you collecting Social Security?
Field is required!
What is your monthly SSI Benefit?
Field is required!
What are your current monthly expenses?
Field is required!
What were your monthly expenses before retirement?
Field is required!
Are you currently working with a Financial Planner or Advisor?
Field is required!
What is the name of your Financial Planner or Advisor?
Field is required!

Investment Assets

If you have any of the accounts below, list how much is currently in each.
Current 401k
Field is required!
Old 401k
Field is required!
403b
Field is required!
IRA
Field is required!
Roth IRA
Field is required!
Beneficiary IRA
Field is required!
Annuity
Field is required!
Year opened
Field is required!
Savings
Field is required!
529 Plan
Field is required!
CDs
Field is required!
Other
Field is required!
Amount
Field is required!
Do you anticipate receiving any large sums of money?
Like the sale of a home or business, inheritance, settlements, etc.
Field is required!
How much do you think you'll recieve?
Field is required!

Life Insurance

Do you have life insurance?
Field is required!
What type of life insurance do you have?
Field is required!
What is the cash value?
Field is required!
Do you have long term care insurance?
Field is required!
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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.

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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.

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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.

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an SEC Registered Investment Adviser.

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