Scott Weiss, CFP®, RICP® Weiss Financial Group

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About Scott Weiss, CFP®, RICP®

NAPFA-Registered Fee-Only Certified Financial Planner Helping Mid to Late Career Employees Plan For a Successful Retirement.

I help mid-career employees who are juggling simultaneously saving for college and retirement and late-career employees approaching retirement who need help 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 solutions that provide peace of mind. If you are looking for someone you can trust to explain complicated financial issues in a clear way, 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
  • Investment Management
  • Approaching Retirement
  • Mid-Career
  • Retirement Income Planning
  • Life Transitions
  • Loss of Spouse
  • Dealing with an Inheritance
  • Dealing with Stock Options
  • Help with 401(k) and IRAs
  • College Education Planning
  • Cash Flow Planning

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Recently Published

7 Things to Put on Your Year-End Financial Checklist

November 20, 2017

The end of the year is a key time to review your financial “health” and well-being. To that end, here are seven aspects of your financial life to think about as this year leads into the next. #1 | YOUR INVESTMENTS Review your approach to investing and make sure it suits your objectives. Look over your portfolio […]

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What Is Covered Under Each Part of Medicare

November 12, 2017

Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover, and where they come from. Medicare was created in 1965 as a national health insurance program for seniors. It was made up of two original components, Part A and Part B. Part A […]

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5 Reasons You’re Not Ready To Retire (And What To Do About It)

August 23, 2017

Thinking about retirement? Not quite sure if you are ready? Here’s what you can do to get ready for a successful retirement: REASON #1: YOU DON’T HAVE A PLAN Know Your Expenses And How You Will Pay For Them This is a sure sign you are not ready. You need to know what your expenses […]

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Ideal Clients

  • Baby Boomers
  • IT Professionals
  • Public Service Employees
  • Retirement Income Planning
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $99+/month + $1,000+ upfront
  • AUM: 0.85%+,
  • Flat Fee: $399+

SEC Records

States Registered

  • New York

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