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.
