- 704 Route 6, Mahopac, NY 10541
- (845) 621-4700
- SWeiss@Weiss-Financial.com
- http://www.Weiss-Financial.com/
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
Recently Published
Retiring Within the Next 5 Years? Here Are 5 Things You Should Be Focusing On
March 20, 2019You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises that tend to upset an unsuspecting new retiree. 1. How much monthly income will you need? Look at your monthly expenses and add them up. (Consider also the trips, […]
Facts vs. Fiction: How Much Do You Really Know About Long-Term Care?
March 7, 2019Separating some eldercare facts from some eldercare myths. How much does eldercare cost, and how do you arrange it when it is needed? The average person might have difficulty answering those two questions, for the answers are not widely known. For clarification, here are some facts to dispel some myths. True or false: Medicare will […]
What’s the Difference Between an IRA and a 401(k) for Retirement Savings?
February 24, 2019Comparing their features, merits, and demerits. How do you save for retirement? Two options probably come to mind right away: the IRA and the 401(k). Both offer you relatively easy ways to build a retirement fund. Here is a look at the features, merits, and demerits of each account, starting with what they have in […]
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
