Step 1
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.
Step 2
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.
Step 3
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.
Step 4
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.
Step 5
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.
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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
Newbridge Securities Corporation,
member FINRA / SIPC
Investment Advisory Services offered through
Newbridge Financial Services Group Inc.,
an SEC Registered Investment Adviser.
Office of Supervisory Jurisdiction
5200 Town Center Circle, Tower One, Suite 306
Boca Raton, FL 33486
Toll-Free: 877-447-9625
Phone: 954-334-3450
Fax: 954-489-2390
