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Meet Your Farm Bureau Advisor

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Jeff Mahoney

Hi, I’m Jeff Mahoney. I’ve spent over ten years helping people plan for and transition into retirement. My greatest professional achievement is watching clients' reactions when they realize they can comfortably retire. I’m here to help you increase your confidence and feel more at ease about your overall financial wellbeing. Specifically, I can help you:

  • Make smart choices about retirement
  • Get the most out of social security
  • Build an investment portfolio to help you meet your goals
  • Utilize your money to efficiently fund your retirement
By getting to know you and what’s most important to you, I’ll help you build a plan that fits your personal needs.

Give me a call today to learn how I can help you make smart decisions about your money.

Education & Experience

CFP®

RICP®

Community Organizations

Lakeville Area Chamber of Commerce

Financial Planning Association - Minnesota Chapter

The Learning Center

Plan Today. Prepare for tomorrow.