Robert Maloney
Retirement Planner/ Chief Listener at Squam Lakes Financial Advisors LLC
- Role
- Financial Advisor at Squam Lakes Financial Advisors, Llc
- Location
- Grafton County, NH, US
- LinkedIn followers
- 500 followers
About Robert Maloney
Based in the New Hampshire Lakes region, Squam Lakes Financial Advisors serves as an…
Experience
Financial Advisor
Squam Lakes Financial Advisors, Llc
Feb 1982 — Present · Holderness, NH, US
Squam Lakes Financial Advisors is the successor business to R. E. Maloney Associates, Ltd. and serves business owners, doctors, widows and families in New Hampshire, Vermont, Maine and Massachusetts. We attempt to remove uncertainty from financial decision making in order to allow our clients to prepare for and enter retirement with less stress and clarity in what they can and cannot afford to do. We do this in a Fee-Only environment without the sale of any products. Our 25 year cash flow projections use conservative assumptions agreed to between all parties and are meant to be undated at least every two years for a reality check.
Education
The American College of Financial Services
Masters of Science in Financial Services, Financial Planning and Services
1982 — 2026
Siena University
BS; Master of Science Degree, Finance; Financial Services (MSFS)
1964 — 1968
Bryn Mawr College
MSFS, Financial Services
1987 — 1990
Skills
- Succession Planning
- Tax
- Personal Financial Planning
- Retirement
- Wealth Management Services
- Asset Allocation
- Personal Tax Planning
- Financial Aspects of Divorce
- Securities
- Financial Planning
- Estate Planning
- Business Planning
- Needs of Widows
- Strategic Financial Planning
- Investment Advisory
- Wealth Management
- Financial Planners
- Investments
- Finance
- Trusts
- Investment Strategies
- Retirement Planning
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