Scott Weiss, CFP®, RICP®, AAMS®, APMA®, CMFC® Weiss Financial Group
- 704 Route 6, Mahopac, NY 10541
- (845) 621-4700
- FJrvff@Jrvff-Svanapvny.pbz
- 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
Are You Emotionally Ready to Retire? Four Questions to Ask Yourself Before Deciding
February 12, 2020Retirement Is a Beginning See if you are prepared to begin your retirement by answering four key questions. 1) Is Your Work Meaningful? If it is emotionally and psychologically fulfilling, if it gives you a strong sense of purpose and identity, there may be a voice inside your head telling you not to retire yet. […]
How Might the Coronavirus Impact the Global Economy and Markets?
February 5, 2020The spread of the new coronavirus has taken over the headlines and hijacked market sentiment in recent weeks. Thus far, through available medical data, it appears that while the virus appears more contagious than the similar SARS epidemic in 2003, it is less lethal. The fatality rate for the coronavirus has been 3% or so […]
Why it's Important to Review Your Estate Plan and Some Common Errors To Avoid
January 29, 2020Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth. Here are some common and not-so-common errors to avoid. 1) Doing it All Yourself While you could write your own will or create […]
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
