Our Mission

Know our clients well, anticipate their needs, exceed their expectations.

We understand it can be a very confusing marketplace for people trying to plan for retirement. Between financial advisors, stockbrokers, CFP’s, and registered investment advisers the choices are endless.

Here at Mahoney Asset Management, we try to simplify it, we know people need a plan that envisions a big picture roadmap. To achieve this goal for each one of our clients, we have designed and trademarked, GPS for your retirement, a projection that takes the guess work out of retirement so you can avoid the pitfalls. A short questionnaire allows us to gain valuable insight to identify your current financial situation (which surprisingly many people are unaware of) and the path that will lead you towards your retirement. What a GPS for your retirement is really giving us is the ability to understand the strength of the foundation you have built before any investment recommendations are made. This knowledge helps to then determine the best path forward to help you achieve your long-term retirement goals.

Where other firms will charge a significant amount to get a handle on your financial plan, a GPS for your retirement is personalized service where we seek to get to know you, your life plans, and goals that you have yet to achieve, without the stress of a financial commitment. Further, your GPS projection will be reviewed and updated once a year so that we can ensure that you are on the right course; and we do this without charging management fees.

Our CEO, Ken Mahoney, has written nine books about planning for your retirement. Interestingly enough, Ken’s best-selling book ‘Not your Father’s Retirement’ channels his dad, a union worker with a pension, annuity, health care, vision, and dental benefits. Those were the days. But times have changed, with pensions a thing of the past and benefits costing more and more, it is imperative to find solutions that are suitable and tailored to your specific situation.

We have many happy clients, including families that span three generations, that we look forward to servicing long into the future. We love to tell our story, but yours is far more important.

Get your GPS Projection

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.

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: 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. Ken Mahoney may only conduct securities business with residents of the states and/or jurisdiction for which they are properly registered.

Securities offered through Newbridge Securities Corporation, member FINRA, SIPC.
Investment Advisory services through NFSG Corporation an SEC Registered Investment Advisor.
Office of Supervisory Jurisdiction: 1200 N. Federal Hwy., Ste. 400, Boca Raton, FL 33432. Phone 954.334.3450 Fax 954.489.2390

Specific recommendations can only be based on review of a number of suitability factors including but not limited to the investors financial profile, investment objectives, risk tolerance and the investors review of appropriate offering documents. Past performance is no guarantee of future results. To help you make informed decisions, we provide you with essential disclosures, such as Regulation Best Interest (Reg BI), the Client Relationship Summary (CRS), and Form ADV. Linked sites are strictly provided as a courtesy. Newbridge Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Newbridge Securities.

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