Mooney Financial

Mooney Financial acts as a fiduciary in the Planning and Advisory space. Our goal is to bring clarity around clients’ Mission, Vision, Values and Goals. We are experts in both personal and business planning and are uniquely skilled in understanding how the two merge together. We advise on every dimension of clients’ planning, applying forward-thinking strategies. OUR PHILOSOPHY -Having a plan is the cornerstone to building wealth and making it last-The Plan serves as a filter by which all current and future decisions can be sifted through-Our goal is to help co-execute so you can do the things that add value to your life, relationships and your time-Every plan will address risk that can cause you to navigate away from your ultimate goal, to include: Longevity, Market, Inflation, Taxes, Health Care, a Long-Term Event and desire to leave a Legacy. FEE BASED PLANNING/CONSULTING -Wealth Management, Value Based Planning, Retirement Planning, Estate Analysis, Exit Planning, Alignment of Business & Individual Interests, Executive Compensation and Planning TEAM Ben Carter, CFP® Kevin Sides, CFA, CFP® Savannah Diaz Katrina Safar