Organization: Mahoney Wealth Strategies
Industry: Social Services

Description:
While primarily known for financial planning services, Mahoney Wealth Strategies supports families and individuals with social service-related guidance, particularly in the areas of long-term care planning, elder care financial strategies, and special needs financial planning. The firm assists clients in navigating complex financial considerations related to caregiving, Medicaid spend-down, and ensuring financial security for dependents with disabilities. Mahoney Wealth Strategies becomes a key partner to families during emotionally and financially challenging times, helping them establish structured, sustainable plans that align with unique personal circumstances. The team collaborates with social workers, elder law attorneys, and care coordinators to develop holistic strategies that balance financial planning with social service needs. Their personalized, empathetic approach emphasizes client well-being and dignity.

Key Services:

– Special needs financial planning
– Long-term care and elder care financial strategies
– Medicaid planning and spend-down assistance
– Asset protection planning for vulnerable populations
– Collaboration with social service professionals and elder law attorneys