Welcome to Mullaney & Associates LLC
Today's investment climate offers unprecedented opportunities. At Mullaney & Associates our mission is to help clients take advantage of those opportunities by providing them with three key tools:
A clear understanding of their financial goals
A well-defined roadmap for achieving those goals
Ongoing advice to help adjust their roadmap when their needs change
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We focus on helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.
Through our web site, we offer informational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. If you are an existing client, you will find a link to your account.
Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on Mullaney & Associates, please contact us today.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.