Business Details
Trusted Fee-Only Financial Planning in Mahopac, NY
Weiss Financial Group is a Fee-Only, Registered Investment Advisor (RIA) dedicated to providing objective financial planning and retirement planning services. With over two decades of combined experience, our team specializes in helping pre-retirees and retirees navigate complex financial decisions through comprehensive planning and investment management. As CERTIFIED FINANCIAL PLANNER professionals, we prioritize fiduciary responsibility, offering unbiased advice tailored to individual client needs.Our expertise spans retirement income strategies, asset allocation, estate planning, and coordination with tax professionals to ensure holistic financial solutions. We serve clients across Putnam and Dutchess Counties, NY, and surrounding areas, focusing on simplifying financial complexities while maintaining strict confidentiality and ethical standards.
Services
Retirement Planning
Investment Management
Estate Planning
Tax Coordination
Portfolio Optimization
Highlights and features
- Fee-only fiduciaries with no product commissions or sales incentives
- Personalized financial roadmaps for retirement income sustainability
- Comprehensive approach integrating tax-efficient strategies and estate planning
- Certified Financial Planners with specialized credentials in retirement income
- Family-owned practice with deep understanding of client life transitions
Associations and certifications
- NAPFA (National Association of Personal Financial Advisors)
- CFP Board of Standards
Services
Retirement Planning
Our retirement planning service creates personalized income strategies to ensure financial security throughout retirement. We analyze pension options, Social Security optimization, and withdrawal sequences while coordinating with estate planning documents. The process includes risk assessment, tax-efficient distribution planning, and ongoing portfolio adjustments to maintain sustainability through market cycles.
Investment Management
We provide active portfolio management using diversified investment strategies tailored to individual risk profiles. Our approach includes asset allocation rebalancing, tax-loss harvesting, and performance monitoring across retirement accounts. We focus on maintaining appropriate risk levels while optimizing returns for long-term sustainability during both accumulation and distribution phases.
Estate Planning
Our estate planning service coordinates with legal professionals to ensure proper asset distribution. We help establish trusts, designate beneficiaries, and implement strategies to minimize estate taxes. The process includes reviewing existing documents, creating contingency plans, and ensuring alignment with overall financial objectives while maintaining compliance with current regulations.
Tax Coordination
We collaborate with tax professionals to develop tax-efficient retirement strategies. This includes Roth conversion analysis, required minimum distribution planning, and income tax optimization. Our approach focuses on minimizing lifetime tax liabilities through coordinated withdrawal strategies and proactive tax planning during both pre-retirement and retirement years.
Portfolio Optimization
Our portfolio optimization service evaluates existing investments to create efficient, diversified allocations. We implement modern portfolio theory principles while considering individual risk tolerance and retirement timelines. The process includes reducing unnecessary fees, eliminating redundancies, and creating customized asset mixes that balance growth potential with risk management for sustainable retirement income.
People
Scott Weiss
Certified Financial Planner
Former Money Magazine art director with 12+ years financial media experience. Specializes in simplifying complex financial concepts for pre-retirees. Holds multiple retirement planning certifications including CFP, RICP, and CRPC. Focuses on creating personalized retirement income strategies.
Keith Weiss
Certified Financial Planner
MBA-holding financial advisor with expertise in investment management and portfolio optimization. Specializes in qualified retirement plans and tax-efficient strategies. Holds CFP certification and serves as fiduciary advisor for professionals transitioning careers or retirement phases.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including income strategies, portfolio management, tax-efficient withdrawals, and estate planning coordination.
Are you fiduciary financial advisors?
Yes, we operate as fiduciaries with a legal obligation to act in clients' best interests at all times.
What credentials do your advisors hold?
Our advisors hold Certified Financial Planner (CFP) designations and specialized certifications in retirement income planning.
Do you work with out-of-state clients?
While based in New York, we can provide virtual advisory services to clients in neighboring states and beyond.
How are your services compensated?
We are fee-only advisors with transparent pricing, charging either hourly rates or asset-under-management fees.
What investment approach do you use?
We employ diversified portfolio strategies tailored to individual risk tolerance and retirement timelines.
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