Scott Weiss is a Fee-Only Certified Financial Planner. Learn the 8 Steps to Organize & Optimize Your Financial Life: In this video you will learn about the services we provide at Weiss Financial Group.

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Video Notes:
We are a family business and focus primarily on helping mid-career professionals who are trying to build a great life for their family and empty-nesters approaching retirement who need help converting their assets into lifetime income to support the retirement lifestyle they envision. We do this by offering Financial Planning and Investment Management services to our clients.

All the advisors at Weiss Financial Group are Certified Financial Planners. And we take great pride in holding that designation. We operate as a Fee-Only, financial planning and investment management firm which means we do not sell products or collect commissions. We put our clients needs first, and provide the best advice for you without the conflict of interest commissions create.

So, here are some of the things we can help with:
– Saving For Retirement
– Funding Education
– Cash Flow Planning & Budgeting
– Retirement Income Planning
– Handling an Inheritance
– Coping With A Death

Customized to Your Personal Situation
Every client is unique, so the assistance we provided is customized to your personal situation and your financial goals.

We Collaborate to create your plan
Now, you’d want to hire us because we take the time to get to know you and collaborate with you to create a plan that will help you live your best financial life.

Download Our Services Guide:
If you’d like to see a more complete list of our services download a copy of our service overview. It has over 40 questions people just like you worry about when it comes to their money.

So, if this sounds like the type of company you’re looking to work with, or you just want to learn more about the financial planning process and living a better financial life then please join us. Subscribe to my channel and check in regularly for new financial planning content. And you definitely want to download my free ebook “8 Steps to Organize & Optimize Your Financial Life”. It’s filled with financial planning tips and resources:

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. Insurance products and services are offered through individually licensed and appointed agents in all applicable jurisdictions. The advisers at Weiss Financial Group are not attorneys of a law firm but can provide guidance to the client’s other professionals.

Leave me a comment to ask any question or contact me through my website if you’d like to see if I can help you.


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