Fill out the GPS questionnaire
Our patented GPS questionnaire helps us gather all relevant information for your retirement like assets, ongoing contributions and other factors.
Get your GPS projection
From the information you provide on the questionnaire, we will create a GPS projection that’s truly personalized to you and your unique circumstances. The GPS Projection alone is a numbers exercise at this stage. We can quickly identify if the numbers of your situation will or will not work for you based on the desired retirement age you identified on the questionnaire. The projection will show how the “numbers” of your retirement play out all the way into your 90’s.
Projection review call
We believe in a team approach at Mahoney Asset Management. During the review call with one of our experienced advisors, we will discuss your GPS Projection and how to best use it so you can reach your financial goals & destination.
In-person meeting
During your first in-person meeting with one of our advisors, we’ll get to know each other in depth and begin to design the best strategy to help you achieve your retirement goals.
Regular monitoring of your portfolio to ensure that you’re on course
Our advisor and client service specialist teams will assist you on all investment allocations moving forward. We will keep you informed every step of the way with regular review meetings, projection updates, and market news from Ken. His thoughts, opinions and investment philosophies benefit our clients greatly and are sought after by the best in the business.