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PRE-RETIREMENT TOOLKIT

How much do you need for retirement? Not sure what you should be doing right now? Wondering if and when you can retire? Worried that your savings won’t last?

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WHO WE HELP


You’ve done a lot right in your financial life. However, your finances have become complicated and you no longer feel confident you are making the best financial decisions for your family.

You are looking for a competent professional you can trust to evaluate your situation, and provide unbiased retirement and investing advice. You'd also like to delegate your investments so you can focus your attention on all the other things in your life that are important to you. 

Weiss Financial Group provides financial planning for all stages of life



If you appreciate the value of good advice and are looking for a face-to-face relationship, you’ve come to the right place. We help:


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.

 

Life Events

  • Planning/Saving For Retirement
  • Financial Windfalls (i.e. insurance payout, inheritance, stock options)
  • Saving For College
  • Job/Career Changers
  • Loss of a Spouse

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ABOUT US


Scott Weiss, CFP®, RICP®, AAMS®, APMA®, AWMA®, CMFC®, FSCP® Photo

Scott Weiss, CFP®, RICP®, AAMS®, APMA®, AWMA®, CMFC®, FSCP®

Personal Financial Advisor
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Scott Weiss, CFP Financial Planner in Putnam County New York

Scott Weiss, CFP®, RICP®, AAMS®, APMA®, AWMA®, CMFC®, FSCP®

NAPFA-Registered, Fee-Only, CFP® Specializing in Helping Pre- & Early Retirees Plan & Invest For a Successful Retirement

  • CFP®  - CERTIFIED FINANCIAL PLANNER™ professional
  • RICP® - Retirement Income Certified Professional®
  • AAMS® - Accredited Asset Management™ Specialist
  • APMA® - Accredited Portfolio Management AdvisorSM
  • AWMA® - Accredited Wealth Management Advisor ℠
  • CMFC® - Chartered Mutual Fund CounselorSM
  • FSCP® -  Financial Services Certified Professional®

I help pre-retirees and early retirees who need assistance making their money last in order to secure the retirement lifestyle they envision. 

By using a combination of comprehensive financial planning and investment management services I help my clients think through difficult financial trade offs and come up solutions that provide peace of mind. 

If you are looking for someone you can trust to explain complicated financial issues in a clear way, you've come to the right place.

★ WHAT MAKES ME DIFFERENT

I was previously an art director at Money Magazine and Mutual Funds Magazine where I worked for nearly 12 years helping readers better understand personal finance topics. I am adept at making complex financial issues easy to understand, love solving problems, and skilled at keeping people on task to accomplish their goals. 

As a career changer and father of two young children, I know what it takes to care for a family while simultaneously working toward achieving personal goals. I truly enjoy collaborating with my clients and helping them live their best financial life. 

★ SPECIALTIES

• Retirement Planning
• Portfolio Management
• Approaching Retirement
• Late-Career
• Retirement Income Planning
• Asset Allocation Strategies
• 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

Born and raised in Mahopac, NY, Scott, his wife and two children currently reside in his hometown.

Book a 15 minute call with Scott now to see how he may be able to help you: http://bit.ly/WFG15min

Keith Weiss, CFP® Photo

Keith Weiss, CFP®

Personal Financial Advisor
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Keith Weiss CFP MBA Chief Investment Officer in Putnam County, New York

Keith Weiss, CFP®, MBA

  • CFP®  - CERTIFIED FINANCIAL PLANNER™ professional

Fee-only Financial Advisor specializing in guiding & educating individuals & business owners by Investing for Retirement & through their Retirement years.

I help educate & guide Individuals that need assistance investing their savings & assets to create a nest egg for their Retirement, and making those monies last for a secure retirement lifestyle. I help business owners navigate the complex area of Qualified Retirement Plans.

I am an Advisor that provides honest & transparent solutions. I wear my fiduciary responsibility as a badge of honor, and will always guide my clients towards the direction that is in their best interest. 

★ WHAT MAKES ME DIFFERENT

I am passionate about Investing and growing assets for my clients. My curious nature compels me to analyze & dissect investments, strategies, and plans from all angles. My primary professional goal is to provide my clients with transparent solutions to their Investment needs. My career began as an Educator, an experience that has helped me refine my skill of simplifying complex concepts.

My work fills me with joy. I love helping my clients reach their goals, understand something they didn't before, solve their financial problems & inquiries, assist them through their tough times, and be a trusted advisor for them. I love working with my brother. I love working with my father. I am truly blessed & blissful.

Working with people that have deep passion for their work is rare. That is what you get with me & Weiss Financial Group...

★ SPECIALTIES

  • Investment Management
  • Qualified Retirement Plans
  • Retirement Planning
  • College Education Planning
  • Retirement Income Investing
  • Help with 401(k) & 403(b) Plans
  • Budgeting
  • IRAs
  • Dealing with Stock Options

 

Retirement Planning
& Investments 


Weiss Financial Group is a NAPFA-registered, Fee-Only, Registered Investment Advisor (RIA) serving the entire Putnam and Duchess Counties, NY region (Mahopac, Brewster, Poughkeepsie, Fishkill, Danbury, CT). We specialize in providing objective financial planning and retirement planning to help clients build, manage and protect their assets through life's transitions. Scott Weiss, Keith Weiss and Richard Weiss are all CERTIFIED FINANCIAL PLANNER™ Professionals.

CFP NAPFA FPA and XY Planning Network affiliations for Weiss Financial Group in Putnam County, New York

Why Fee-Only?

We believe that the greater your advisor’s dependence on commission income, the greater the conflict. In the end, that conflict can cost you, both in out-of-pocket expenses and in the quality of advice you receive. At Weiss Financial Group we believe there is a significant conflict of interest if an advisor stands to gain financially from any recommendations you may follow, that's why we are a NAPFA registered, Fee-Only advisor.

How are we different?

  1. We review your entire financial life, not just one segment
  2. We are a family business and understand the challanges families face
  3. We are all CERTIFIED FINANCIAL PLANNER™ professionals (CFP®)
  4. We are not influenced by commissions or product sales
  5. We provide tangible action steps so you know exactly what to do after you receive your plan
  6. We provide access to our advisors so you can have your questions answered along the way
  7. We have access to tax professionals through our affiliate Weiss, Orro & Stern
  8. You don't need to be a millionaire to work with us!

 

For a more complete list of frequently asked questions and services that Weiss Financial Group offers, Download Our Services Guide. 

 

PROTECTING YOUR CONFIDENTIALITY


Investment Advisers are required by law to inform their clients of their policies regarding privacy of client information. We are bound by professional standards of confidentiality that are even more stringent than those required by law. Federal law gives customers the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your personal information.

To protect the personal information of current and former clients from unauthorized access and use, we use security measures that comply with federal law, including computer safeguards and secured files and building.

Types of Nonpublic Personal Information (NPI) We Collect

We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This can include but is not limited to your Social Security Number, Date of Birth, Banking Information and Financial Account Numbers and/or Balances, Sources of Income, Credit Card Numbers or other Information. When you are no longer our customer, we may continue to share your information only as described in this notice. 

Parties To Whom We Disclose Information

All Investment Advisers may need to share personal information to run their everyday business. In the section below, we list the typical reasons that we may share your personal information:

  1. For everyday business purposes – such as to process your transactions, maintain your account(s), or respond to court orders and legal investigations, or report to credit bureaus;
  2. For our marketing – to offer our products and services to you;
  3. For joint marketing with other financial companies
  4. For our affiliates' everyday business purposes – information about your transactions and experiences; or
  5. For non-affiliates to market to you.

Clients may opt out of sharing information for joint marketing to other financial companies, to our affiliates and to non-affiliates. If you are a new customer we may begin sharing your information ­­on the day you sign our agreement. When you are no longer our customer, we may continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing. 

Federal Law Gives You The Right To Limit Sharing - Opting Out

Federal law allows you the right to limit the sharing of your NPI by "opting-out" of the following: sharing for affiliates' everyday business purposes – information about your creditworthiness; sharing with affiliates who use your information to market to you; or sharing with non-affiliates to market to you. State laws and individual companies may give you additional rights to limit sharing. Please notify us immediately at our address or telephone number if you choose to opt out of these types of sharing.

DEFINITIONS:

  1. Affiliates – companies related by common ownership or control. They can be financial and nonfinancial companies.
  2. Non-affiliates – companies not related by common ownership or control. They can be financial and nonfinancial companies.
  3. Joint marketing – a formal agreement between non-affiliated financial companies that together market financial products or services to you. 

 

PLEASE CALL IF YOU HAVE ANY QUESTIONS

Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us. If you have any questions or concerns please do not hesitate to call us at (845) 621-4700. 

HOW WE HELP


Step 1: Get Organized


First, we help you get organized. To do this we will:

  • Explore your goals
  • Give you access to your Secure Client Website
  • Collect your financial data
  • Have you complete your online risk analysis.


Does My Portfolio Fit Me?

Step 2: Get Your Plan


Next, we will analyze all the information you provide and develop your personalized plan. Once your plan is complete we will:

  • Deliver your financial plan
  • Discuss "what if" scenerios
  • Create an action plan
  • Review your Investment Policy Statement (IPS) if needed 


Does My Portfolio Fit Me?

Step 3: Stay On Track


Going forward, once a year we will:

  • Review your plan
  • Update your plan
  • Report on your investments
  • Make adjustments to your plan


Does My Portfolio Fit Me?

RESOURCES


What's the value of a plan?

Finding relief and confidence in knowing, given your resources, that you are doing what's best for your family is the main benefit of having a comprehensive financial plan. By proactively pursuing your goals, you will be able to sleep better at night knowing you are making informed financial decisions. Failing to have a comprehensive plan can cost you more, not just in dollars, but in time spent trying to figure it out yourself and agonizing over your situation.

 

For a more complete list of frequently asked questions and services that Weiss Financial Group offers, Download Our Services Guide. 

Fees for Financial Planning Services & Investment Programs

> Click here to Download a copy of our current fee structure

HELPFUL LINKS

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LET'S TALK


SCHEDULE A 15 MINUTE CALL

Book a FREE 15 minute, no commitment, phone call with Scott to discuss your financial situation and see if we can help. Pick a date & time that works for you!


Call:

(845) 621-4700

eMail:

sweiss@weiss-financial.com

Visit:

704 US-6, Mahopac, NY 10541