Maloney & Associates, LLC is a full service advisory firm. The portfolios we prepare answer these (and other) financial questions:
- What you need to do differently
- How much you need to save
- What types of retirement accounts to use (IRA, ROTH, 401(k), etc.),
- What type and how much insurance you need (this would include life insurance, long term care insurance, disability)
- How much to keep in your emergency fund
- What rate of return you will need to earn to achieve your goals over a given time frame.
Let us answer these important questions for YOU and YOUR unique situation!