Tax-efficient retirement planning
Whether you’re thinking about retirement or already there, our personalized planning provides clarity and confidence for your financial future.
“Most are unaware that where your money is located is just as important as how it is invested. Where your money is located allows you the flexibility to meet your financial goals. Let inFORM help map out your path to get you there.” – Founder and CFP®, Jeff Mahoney
We help organized, successful people—mostly here in Minnesota—turn savings into a reliable, tax-smart paycheck in retirement. If you’re within five years of retirement or recently retired, and you want a coordinated plan for income, investments, and taxes, you’re in the right place.
We meet our clients where they are and listen to understand their current financial landscape and what’s important to them. From there, we craft personalized financial plans and offer continuous monitoring to help align your money with what’s important to you.
First and foremost, a trusted financial thought partner. Plain and simple. We do the heavy lifting and remove the guess work around your financial future.
Second, open and honest communication based on your preferences.
A financial planner with more than 17 years of experience in the industry, Jeff, CFP and RICP, is equipped to support your comprehensive needs.
Born and raised in Minnesota, Jeff currently resides with his family in Lakeville, MN.
Each week we send out a quick email
designed to help be smarter with your money:
Sign up here!
Download "Retire Happy," Our Free Ebook!
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."