Approach & Philosophy |
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Kevin Mahaffey | President
Successful retirement planning involves decades of growing a nest egg and then managing the proper distribution of those assets. In many retirement plans the growth of these assets, which influences retirement age and income, is dependent on uncontrollable factors such as the performance of the stock market, economic conditions, and geopolitical events.
As a proponent of protection and guarantees to build a strong financial foundation, Kevin uses safe money options to help clients address the following areas of retirement:
As a strong believer in educating clients and building long-term relationships, Kevin will take the time to understand each client’s unique situation and work collaboratively to build a plan for reaching financial goals. These plans include guarantees that ensure a clear path to retirement that can be counted on regardless of outside influences such as stock market performance. There are no fees for working with him, and being a representative of several companies, he can provide a wide range of options from top-rated companies that are best suited to each client’s needs, including options that do not charge any account fees. As a native Clevelander, he is deeply rooted in the community. A husband and father of two, He’s been involved in youth sports as a coach for over 10 years and has also been active as an AARP Tax-Aide Volunteer, completing free tax returns for community members. In his free time, he enjoys playing golf, fishing, traveling and spending time with his family. |
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Client Services
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Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
We Love To Meet New People!
Contact
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EMAIL
kevin@mahaffeyfinancial.com CALL
(400) 823-4009 |
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