Keith Weiss (CFP®)

Keith Weiss focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- AUM
- Business Owners
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Middle Income Client Needs
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.
Additional Information
> Persons in the Asset Accumulation Phase
- Small Business Owners, Attorney's, Doctor's, company employees with 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 I CAN HELP WITH
- Budgeting Planning
- Portfolio Optimization
- Investment Planning
- Retirement Planning
- Help with 401(k)/403(b)/457 Plans
- College Education Planning
- Risk Management & Insurance Planning
- Estate Planning
> MY LINKS
- LinkedIn:https://www.linkedin.com/in/keithdweiss/
- Facebook: https://www.facebook.com/WeissFinancialGroup
- Blog: https://weiss-money.com/
- Instagram: https://www.instagram.com/keyth.weiss/
NAPFA Start Date
February 03, 2020