Our Story

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.

© Mahoney Asset Management

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
1200 North Federal Highway, Suite 400
Boca Raton, FL 33432

Toll-Free: 877-447-9625
Phone: 954-334-3450
Fax: 954-489-2390