Keith Weiss (CFP®)

Keith Weiss focuses in the
following client markets or areas of practice:

AUM

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Planning Specialties

I follow an economists approach to investing and financial planning. If you are currently working and have at least 10+ years left until retirement, you want to know if you are on pace to have the proper amount saved.

If you are retiring or in retirement, you want to know how you are going to make your retirement assets last throughout your retirement years.

These are the main themes that I provide answers and solutions for. Everything else (e.g. investment planning, insurance planning, estate planning, tax planning) is a sub-category to answering the two main concerns addressed above.

What are you waiting for?