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5 Financial Goals for the New Year Thumbnail

5 Financial Goals for the New Year

Start the year off right by getting started on these five top financial goals.

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Address

704 US-6
Mahopac, NY 10541

Email

sweiss@weiss-financial.com
kweiss@weiss-financial.com

Phone

(845) 621-4700

Weiss Financial Group is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Insurance products and services are offered through individually licensed and appointed agents in all applicable jurisdictions. The advisers at Weiss Financial Group are not attorneys of a law firm but can provide guidance to the client’s other professionals.

CFP® (Certified Financial Planner): Scott Weiss and Keith Weiss hold Certified Financial Planner certifications administered by the Certified Financial Planner Board of Standards, Inc. This certification requires high standards for education, examination, experience and ethics, and maintaining continuing education credits. Please visit the following website for more information: https://www.cfp.net/ Certification does not imply a certain level of skill or training.

NAPFA: Weiss Financial Group is a member of The National Association of Personal Financial Advisors (NAPFA). The association provides support and education for over 4,400 fee-only advisers and is governed by the NAPFA Board of Directors. Scott Weiss and Keith Weiss are Certified Financial Planner professionals. Membership and certification do not imply a certain level of skill or training. Please visit the following link for more information: https://www.napfa.org/

FPA: Financial Planning Association (FPA) is a professional membership association for financial planners. Membership and certification do not imply a certain level of skill or training. Please visit the following link for more information: https://www.financialplanningassociation.org/

XY Planning is a membership organization for fee-only financial advisors. Members must adhere to standards of conduct. Membership does not imply a certain level of skill or training. Please visit the following link for more information: https://www.xyplanningnetwork.com/advisor/membership-standards/

FeeOnlyNetwork.com is a website link which services fee-only investment advisers. Members must be affiliated with NAPFA, XY Planning Network, or other accepted networks. Membership does not imply a certain level of skill or training. Please visit the following link for more information: https://www.feeonlynetwork.com/

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