Privacy Policy
We collect the following types of information:
Information you voluntarily provide
GPS Projection (Retirement Readiness Questionnaire)
Age, desired retirement age, marital status, and current balances of accounts such as IRAs, pensions, 401(k)s, and similar accounts.
Contact form
Name, email address, phone number, and any message you submit.
Free book offers
Name, email address, and phone number required to download a digital copy.
Appointment booking (via Cal.com)
Name, email address, and any other details needed to schedule a virtual appointment.
Newsletter signup
Name and email address.
Automatically collected information
Device and browser information, IP address, pages visited, and usage data through Google Analytics, Framer’s built-in analytics, cookies, and limited tracking used with Salesforce.
We do not collect Social Security numbers, full account numbers, or other highly sensitive financial data through the website.
We use the information you provide only for the specific purpose for which it was given and only by authorized advisors within Mahoney Asset Management:
GPS Projection data is used by our advisors to assess retirement readiness, create an initial profile, and prepare for your first conversation. If you become a client, this information may be used to help design your portfolio.
Contact form submissions are used to respond to your inquiry.
Book download information is used solely to deliver the requested digital book.
Appointment details are used to confirm, schedule, and send you the video call link and reminder.
Newsletter information is used only to send the weekly market update emails you requested.
We do not use your information for any other purpose without your consent.
We never sell, rent, or share your personal information with third parties for their marketing purposes.
We only share information with trusted service providers who help us operate the website and deliver services, and only to the extent necessary:
Framer (website hosting and analytics)
Mailchimp (newsletter delivery)
Cal.com (appointment scheduling)
Salesforce (CRM)
Google Analytics (website analytics)
These providers are contractually required to protect your data and may only use it to perform services on our behalf.
We take reasonable technical and organizational measures to protect your information. All data transmitted between your browser and our website is encrypted using industry-standard secure protocols (HTTPS/TLS).
Our website uses cookies and similar technologies for essential site functionality, analytics, and limited internal tracking connected to Salesforce.
You can control cookies through your browser settings. We will implement a cookie consent banner before the site goes fully live so you can manage non-essential cookies.
We retain personal information only as long as necessary to fulfill the purposes described in this policy or as required by applicable law and our professional obligations. GPS Projection and client-related data may be retained longer if you become a client, in accordance with financial industry recordkeeping requirements.
You may:
Unsubscribe from our newsletter at any time using the link in any email.
Request access to, correction of, or deletion of the personal information we hold about you (subject to legal and regulatory requirements).
Contact us with any privacy-related questions or requests.
Our website is not directed at children under 13, and we do not knowingly collect personal information from children under 13.
We may update this Privacy Policy from time to time. The “Last Updated” date at the top will reflect any changes. We encourage you to review this page periodically.
If you have any questions about this Privacy Policy or how we handle your information, please contact us:
Mahoney Asset Management
135 Chestnut Ridge Road, Suite 200 Montvale, NJ 07645
1 (866) 270-2177
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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