Our mission
Retirement planning can feel overwhelming.
We take a holistic approach that begins with truly understanding you.
You choose the destination, we help you get there.
There is no one-size-fits-all retirement plan. That’s why we invest time getting to know you personally. Through thoughtful conversations and our proprietary GPS Retirement System, we build a clear, customized roadmap designed specifically for your dreams and circumstances.
We keep you moving forward
Retirement planning isn’t set-it-and-forget-it. Life changes, markets shift, and new opportunities arise. When things don’t go exactly as planned, we’re right there with you.
We regularly update your GPS Projection — at no extra cost — to keep your plan on track. You’ll receive an annual update, plus immediate adjustments during major life events or periods of significant market volatility.
Our commitment is simple: we help you stay moving forward, no matter what comes your way.
Experience you can trust
Our founder and CEO, Ken Mahoney, has dedicated his career to helping people retire with confidence. He is the author of nine books on retirement planning, including the best-selling Not Your Father’s Retirement.
Ken’s decades of experience allow him to craft personalized strategies that help your investments generate the reliable income you’ll need throughout retirement. His approach has earned the trust of countless families—including many spanning three generations—who continue to partner with us year after year.
We love sharing our story, but yours is far more important.
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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