Hi, I'm Jeff Mahoney. I'm a Certified Financial Planner® and Retirement Income Certified Professional® at inFORM Financial Planning, where I help professionals nearing retirement make informed, confident financial decisions. My goal is to take the complexity out of planning so clients can focus on what matters most in their lives.
I specialize in areas like tax-efficient income strategies, Social Security planning, long-term care, estate planning, and retirement plan design for business owners. Every plan I build is tailored to each client’s goals, values, and lifestyle.
I’m proud to own a fiduciary, fee-based firm that prioritizes integrity, clarity, and client relationships. Whether you're preparing for retirement or growing a business, I’m here to help you create a financial roadmap that brings peace of mind and long-term success.
On a personal note, my wife and two children call Lakeville, Minnesota home. When I'm not working, you'll find me helping out with my kids activities, golfing, and anything that gets us outside.