Scott Weiss, CFP^®

RICP^®, CRPC^®

Fee-Only Financial Advisor

Weiss Financial Group

704 Route 6
Mahopac, NY 10541

FINANCIAL ADVISOR'S WEBSITE

www.weiss-financial.com

(845) 621-4700 CONNECT WITH Scott

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee-Only

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$500,000

My Links

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Visit my blog for my latest thoughts on Retirement Planning and Investments

Member of the Fee-Only Network

Member of the XY Planning Network

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Brochures

Financial Planning Services

Delegated Investment Advisory Solution

General

Scott Weiss is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Weiss Financial Group in Mahopac, NY and the surrounding communities.

Financial Advisor Overview

I specialize in assisting pre-retirees who need help planning for retirement and want to delegate their investment management program to an advisor. By using a combination of comprehensive financial planning and investment management services I help my clients think through difficult financial trade offs 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 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

Financial Advisor Experience

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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Retirement Income Certified Professional (RICP^®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Weiss Financial Group is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. The ad