Scott Weiss, CFP®, RICP®, AAMS®, APMA®, CMFC® Weiss Financial Group
- 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
What to Do When a Family Member Dies: A Financial Checklist for Difficult Times
October 6, 2019The passing of a loved one irrevocably alters family life. After a death, there is so much to attend to; it is better to do it sooner rather than later. Here, then, is a list of what commonly needs to be looked after. Request copies of the death certificate. Depending on where you live, you […]
Why Diversification, Patience, and Consistency are Important When Investing
October 1, 2019Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification The saying “don’t put all your eggs in one basket” has real value when it comes to investing. In a bear or bull market, certain asset classes may perform better than others. If your assets are mostly held […]
Understanding Required Minimum Distributions (RMDs) From Your IRA
September 24, 2019When you reach age 70½, the Internal Revenue Service instructs you to start making withdrawals from your traditional IRA(s). These withdrawals are also called Required Minimum Distributions (RMDs). You will make them, annually, from now on. (1) If you fail to take your annual RMD or take out less than the required amount, the I.R.S. […]
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
