Ed Mahaffy, CFP® | Retire With Confidence

Retirement planning for people who are retired or within 10 years of it.

I’m Ed Mahaffy, MBA, CFP®, ChFC®, with ClientFirst Wealth Management, a fee-only Registered Investment Adviser. We’re full-time fiduciaries: we don’t sell products or earn commissions.

On this channel I answer the questions retirees ask most: how to create income, reduce taxes, invest for the long run, and leave a legacy.

How we work with planning clients:
• Comprehensive financial plan for $400/month ($4,800/year)
• Quarterly meetings: Q1 tax planning, Q2 income planning, Q3 investments, Q4 estate & legacy
• Unlimited access to your dedicated CFP® professional
• No requirement to transfer your assets. If you’d like help managing them, the fee is 0.48%.

Want to talk through your plan? Book a call: https://calendly.com/clientfirstwm