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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!