Scott Weiss, CFP®, RICP®, AAMS®, APMA®, CMFC® Weiss Financial Group

About Scott Weiss, CFP®, RICP®, AAMS®, APMA®, CMFC®

I help pre-retirees and early retirees who need assistance making their money last in order to secure the retirement lifestyle they envision.

By using a combination of comprehensive financial planning and investment management services I help my clients think through difficult financial tradeoffs and come up with solutions that provide peace of mind.

If you are looking for someone you can trust to explain complicated financial issues in a clear way and want to delegate your investment program to a financial advisor, you’ve come to the right place.

★ WHAT MAKES ME DIFFERENT

I was previously an art director at Money Magazine and Mutual Funds Magazine where I worked for nearly 12 years helping readers better understand personal finance topics. I am adept at making complex financial issues easy to understand, love solving problems, and skilled at keeping people on task to accomplish their goals.

As a career changer and father of two young children, I know what it takes to care for a family while simultaneously working toward achieving personal goals. I truly enjoy collaborating with my clients and helping them live their best financial life.

★ SPECIALTIES

• Retirement Planning
• Portfolio Management
• Approaching Retirement
• Late-Career
• 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

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Recently Published

Eight Common Retirement Planning Mistakes And How To Avoid Them

August 14, 2019

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. 1) No Strategy Yes, the biggest mistake is having no strategy at all. Without a strategy, you may have no goals, leaving you no way of knowing how you’ll […]

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New Rules Allow for Longer 401(k) Loan Repayment After Leaving Your Job

July 31, 2019

The conventional wisdom about taking a loan from your 401(k) plan is often boiled down to: not unless absolutely necessary. That said, it isn’t always avoidable for everyone or in every situation. In a true emergency, if you had no alternative, the rules do allow for a loan, but they also require a fast repayment […]

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The SECURE Act: What it is and How it Might Affect Your Retirement Plan

July 17, 2019

The SECURE Act and Traditional IRA Changes If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House of Representatives and could make IRAs a more attractive component […]

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Ideal Clients

  • Baby Boomers
  • Investment Planning & Management
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • AUM: 1.o%+
  • Flat Fee: $3,000+

SEC Records

States Registered

  • New York

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