Planning for retirement can be confusing. There are financial advisors, stockbrokers, registered investment advisors and more. Where do you go for advice? At Mahoney asset we are a team of seasoned professionals who help you make sound financial decisions. We take a wholistic approach that starts with knowing you and your needs.
We know our clients
There is no “one size fits all” retirement plan. At Mahoney Asset Management we really get to know you so that we can create a customized roadmap to help you reach your retirement goals. By using our GPS retirement system, we gain insight into your financial situation and use that information to get you on the path to retirement. You choose the destination and our GPS system, or more specifically our GPS Projection, helps us get you there.
We keep you moving
Planning for retirement is dynamic and needs to adapt to change. When unexpected events throw you off course, we find a way to get you back on track. We update your GPS Projection and adjust your financial plan to keep you moving forward. This is a complimentary service. We will update your projection annually or anytime you experience a major life change or during times of extreme market volatility.
Invest with Peace of Mind
Mahoney Asset Management offers securities through Newbridge Securities Corporation which is a member of FINRA and Securities Investor Protection Corporation (SIPC), which provides coverage for accounts up to $500,000 (including up to $250,000 in cash) per client as defined by SIPC rules.
Newbridge Securities Corporation clears its transactions through Axos Clearing LLC, also a member of Securities Investor Protection Corporation (SIPC). Axos provides account protection up to $25 million for correspondent customer assets held by Axos. The first $500,000 of coverage (including up to $250,000 for cash balances) per client is provided by SIPC as defined by SIPC rules. Axos’ policy with Lloyd’s of London provides additional “excess SIPC” account coverage up to $24.5 million.
Account protection coverage applies when a SIPC member firm fails financially and is unable to meet its obligations to securities clients. This coverage does not protect against losses from the rise and fall in the market value of investments, and it does not cover all assets.
What we offer
Tailored retirement planning
We discern each clients investing personality to find the appropriate investment vehicles to create a tailored investment plan.
Our GPS Projection helps us to manage each clients' retirement strategy.
Our team has decades of experience in understanding market cycles.
Industry leading response
Client questions and concerns are always answered promptly.
We meet with clients on a regular basis either in person, over the phone or via Zoom.
We'll coordinate our services with your accountant and attorney.
Our referrals will help assess and review your insurance needs.
Weekly email commentary offering valuable insight into specific areas of the market.
Ken continues to publish book to share what he has learned over the years.
Our website is always up to date with articles of interest, financial calculators and a learning center.
Our clearing house Axos Clearing LLC, provides online access to view account activity and other correspondences (statements, confirms and tax documents etc).
Real-time market watch
We use Thomson One to view real-time market activity, execute trades and conduct research.
We have access to independent data and analysis tools through Morningstar and Bloomberg.
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.