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
- 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