Inheritance advice
Guidance for making decisions about inherited money.
Advice on making the most of an inheritance, bonus, or other new money is a focus of Illumint. The Washington, DC financial advising practice works with Millennial women who have grown their savings and want help deciding what to do next. It also serves people without an inheritance, including those weighing how to save and invest for different purposes. Financial planning addresses the choices and tradeoffs involved in putting money to work, with the aim of helping clients feel more confident about spending, saving, and investing. The advisor is Kevin Mahoney, a Certified Financial Planner, fee-only advisor, and fiduciary. Illumint emphasizes personalized, human advice that takes clients' life circumstances into account, and supports them in understanding their options and choosing next steps to grow and protect their money.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Guidance for making decisions about inherited money.
Advice from Certified Financial Planner Kevin Mahoney.
Helps clients understand options and choose next money moves.
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