Attention client/members affected by severe weather:
If you have storm damage to report and need assistance, our Claims Team will help make it safe and easy.
Please note, inspections may be delayed due to the cold weather.
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:
Give me a call today to learn how I can help you make smart decisions about your money.
Lakeville Area Chamber of Commerce
Financial Planning Association - Minnesota Chapter
Plan Today. Prepare for tomorrow.