Keith Weiss (CFP®)

Planning Specialties

> HOW I CAN HELP YOU

I am a Fee-Only financial planner that follows a strict Fiduciary Code. I specialize in helping families in the accumulation phase, and small business owners. My passion is empowering my clients as they navigate through key financial decisions; in the process build a nest egg for financial freedom.

Whether you work at a private or public company, or for a government agency, or own a small business, I can help guide you towards building your nest egg for your future self. If you are a small business owner, I can help maximize tax savings with the strategic use of Qualified Retirement Plans. Additionally, I provide Investment Management for Growth oriented investors. I can invest IRA's, rollover IRA's, 401k's, and Savings. If you have a Company Retirement Plan that cannot be managed outside of the Plan, I can provide you the proper investments & allocations to optimize your investments.

> WHAT MAKES ME DIFFERENT

I began my career as an Educator, an experience that has refined my skill of simplifying complex concepts. I have 10+ years experience as a Tax Accountant. Having prepared Individual & Business tax returns, I have a solid understanding of Tax concepts; a factor that is advantageous for my clients.

Working with people that have deep passion for their work is rare. This is a family office with an informal vibe. We are the contrast to Big City finance. We offer smart solutions without the pomp & circumstance. We pride ourselves on education & empowerment.