New Clients

Our first meeting is a chance for us to get to know each other and for us to determine if Mahoney Wealth Strategies, Inc., is the right financial partner to help you reach your goals. If you are interested in a complimentary consultation, please e-mail Amelia St. Amour.

Here is an outline of things to bring to our first meeting:

• A list of goals/concerns to be addressed
• Most recent 401(k), 403(b), or pension statements
• CD statement with interest rates and maturity dates
• The prior years' IRS returns
• Life insurance policies
• IRA statements
• Brokerage account statements
• Long-term care policies