Weiss Financial Group
> HOW WE HELP YOU
We specialize in assisting pre-retirees and retirees who need help with their retirement plan and want to delegate their investment management program to an advisor.
Weiss Financial Group is a Fee-Only Financial Planning firm serving the entire Putnam and Dutchess Counties, NY region (Mahopac, Brewster, Poughkeepsie, Fishkill, Danbury, CT). Weiss Financial Group specializes in providing objective financial planning and retirement planning to help clients build, manage and protect their assets through life's transitions.
> PRE-RETIREMENT THROUGH RETIREMENT
- Company employees, IT professionals, and healthcare professionals with pensions, 401(k) plans and/or stock options.
- Public service employees such as teachers, police officers, and other government workers with pensions and/or 403(b)'s, 457's, etc.
> WHAT WE CAN HELP WITH
- Retirement Planning
- Portfolio Management
- Approaching Retirement
- Late-Career
- Retirement Income Planning
- Asset Allocation Strategies
- Fund Selection
- Ongoing investment monitoring
- Life Transitions
- Sudden Money Situations
- Dealing with the loss of a spouse
- Dealing with an Inheritance
- Dealing with Stock Options
- Help with 401(k) and IRAs
- College Education Planning
- Cash Flow Planning
- Coordination with other professionals
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.