Jeff Mahoney, CFP®, RICP®
Helping 50+ year olds plan smarter, lower taxes, and build a lasting legacy.
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Serving Clients Nationwide
Helping 50+ year olds plan smarter, lower taxes, and build a lasting legacy.
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Social Security
- Tax-Smart Distribution Planning
- Taxes
About Jeff Mahoney, CFP®, RICP®
Hi, I’m Jeff Mahoney — Founder of inFORM Financial Planning, a fiduciary, fee-based firm based in Lakeville, Minnesota. I work with professionals and small business owners who are approaching retirement and want to turn years of saving into a clear, confident income plan.Most of my clients are in their 50s and 60s — high earners who’ve done a good job saving but aren’t sure how to bring all the financial pieces together. They want to retire on their own terms, minimize taxes, and make smart, informed decisions about when and how to draw income.
That’s where I come in. I help clients create personalized strategies for:
Tax-efficient retirement income planning
Social Security and pension optimization
Long-term care and healthcare planning
Estate and legacy coordination
Business retirement plan design
My goal is simple: to make your financial life organized, intentional, and aligned with what matters most — so you can stop wondering if you’re doing the right things and start enjoying the next chapter of life with confidence.
On a personal note, I live in Lakeville with my wife, Jen and our two kids, Fallon and Duke. Outside of work, you’ll usually find me coaching or cheering them on at their activities, golfing, or spending time outdoors — especially in the fall, my favorite season.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Retirement Income Certified Professional (RICP)
Affiliations
- The AGC
Primary Location
Lakeville, Minnesota
Additional Locations
📍 3601 Minnesota Drive Ste. 660 Edina, MN 55435
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a 30-minute informational conversation (phone or virtual). The goal of this conversation is to learn about you, what you are looking to accomplish and answer your questions. I look forward to speaking with you.Offers Investment Management
Yes
About inFORM Financial Planning
At inFORM Financial Planning, I specialize in helping individuals and couples approaching retirement gain clarity and confidence about their next chapter.Many of my clients are in their peak earning years—45 to 65 years old—and are beginning to shift their focus from building wealth to figuring out how to use it. They’re asking important questions like:
“When can I afford to retire?”
“How do I turn my savings into a reliable income stream?”
“Am I doing this in the most tax-efficient way possible?”
That transition—from accumulation to distribution—is one of the most overlooked and complex phases of financial planning. My role is to help clients make sense of it all. I build integrated retirement income plans that align investments, taxes, Social Security, and healthcare decisions into one cohesive strategy—so they can retire with intention and peace of mind.
I also work with business owners who are looking to grow and protect their personal wealth outside of the operations of their company. Whether it’s reducing taxes, structuring employee retirement plans, or planning an eventual exit, I act as a strategic partner to help ensure their business success supports their personal financial goals.
At the heart of it all, I help people make informed financial decisions—so they can spend more time doing what they love, with the people they care about most.
Securities offered through Van Clemens & Co., member FINRA and SIPC. Advisory services offered through Van Clemens Wealth Management, a Registered Investment Adviser. inFORM Financial Planning and Van Clemens Wealth Management are separate entities.
Education
St. Cloud State University - Herberger Business School BS, Real estate, Finance
Volunteer Experience
WIngs for Widows
Hobbies and Interests
- Boating
- Camping
- Exercising
- Family
- Golf
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Contractors
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
- Widow
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Amazing
Always Has time to Answer my questions
“Down to earth” financial advisor
Trusted and Experienced Advisor
Happy with service and investment results
Taking the time
Jeff has been a godsend!
A Trusted Advisor and Friend
More Than an Advisor—A Trusted Partner in My Journey
Four Generations of Successful Wealth Management
Short- and Long-Term Growth Partner
Helped with retirement outlook
Jeff takes my worry out of money
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