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 as you plan for your retirement.
You are looking for a competent professional you can trust to evaluate your situation and provide unbiased retirement planning advice. You'd like to delegate your investment program so you can focus your attention on the all other things in your life that are important to you.
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:
Book a FREE 15 minute phone call with Scott or Keith to discuss your financial situation and see if we can help.SCHEDULE A 15 MINUTE CALL
Weiss Financial Group is a Fee-Only, Registered Investment Advisor (RIA) serving the entire Putnam and Dutchess 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 and Keith Weiss are CERTIFIED FINANCIAL PLANNER™ Professionals.
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.
For a more complete list of frequently asked questions and services that Weiss Financial Group offers, Download Our Services Guide.
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.
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.
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:
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 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.
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.
First, we help you get organized. To do this we will:
Next, we will analyze all the information you provide and develop your personalized plan. Once your plan is complete we will:
Going forward, once a year we will:
529 Plans and Able Accounts (NY)
Book a FREE 15 minute, no commitment, phone call with Scott or Keith to discuss your financial situation and see if we can help. Pick a date & time that works for you!
704 US-6, Mahopac, NY 10541