Scott  Weiss

Scott Weiss

| CFP®, RICP®, CMFC®

Weiss Financial Group

(845) 621-4700

Contact Me

Scott Weiss is a Fee Only Financial Planner located in Mahopac, NY serving NY, CT and clients across the country

Specialties

  • Approaching Retirement
  • Mid-Career
  • Retirement Planning
  • Investment Management
  • Retirement Income Planning
  • Life Transitions
  • Loss of Spouse
  • Dealing with an Inheritance
  • Dealing with Stock Options
  • Help with 401(k) and IRAs
  • College Education Planning
  • Cash Flow Planning

Website

Visit Us

704 Route 6
Mahopac, NY 10541

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Scott Weiss is a Fee-Only Financial Planner serving the entire Putnam and Dutchess Counties, NY region (Mahopac, Brewster, Poughkeepsie, Fishkill, Danbury, CT). Weiss Financial Group specializes in providing objective financial planning and retirement planning to help clients build, manage and protect their assets through life's transitions. Scott Weiss is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

<<<< WATCH THIS VIDEO TO LEARN MORE ABOUT ME!!!

• Scott Weiss is a Fee Only Financial planner in Mahopac, NY.

Scott Weiss is a NAPFA-Registered Financial Advisor. 


GET SOCIAL

LinkedIn: https://www.linkedin.com/in/scottgweiss
Facebook: https://www.facebook.com/WeissFinancialGroup
Twitter: https://twitter.com/_scottgweiss
 

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FACEBOOK LIVE

I'm LIVE on Facebook Wednesday's talking about retirement planning and answering your questions. So, be sure to like our Facebook page for alerts when I'm LIVE.

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SUBSCRIBE TO MY BLOG

Blog: https://mahopacmoney.com/

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HOW I CAN HELP YOU

I work with mid-career public and corporate employees 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. My passion is working with people who seek sound financial guidance rather than killer stock picking with rockstar investment returns. I help my clients think through the difficult financial trade offs and come up solutions they can comfortably live with. I pride myself in getting to know every detail of my client’s financial life so that I can build a well thought out, carefully tailored plan to help them accomplish the goals they’ve set for themselves.
 
 

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. I have a tendency to geek out on topics I find fascinating and get a thrill out of teaching people what I learn. 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. 

 

EDUCATION 

I am a CERTIFIED FINANCIAL PLANNER™ professional. I completed my Personal Financial Planning coursework at Kaplan University and earned my Bachelor of Fine Arts in Graphic Design, graduating Summa Cum Laude, from the State University of New York at New Paltz. As a self-professed lifelong learner, I continually educate myself on the latest thinking and technology in financial planning. As such, I am currently a Retirement Income Certified Professional (RICP) candidate.

 

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<<<< SUBSCRIBE to my YouTube channel

Check in regularly for new financial planning content. And you definitely want to download my free ebook “The Pre-Retirement Toolkit”. It’s filled with retirement planning tips, videos and resources: http://bit.ly/WFGPre-RetirementToolkit​.

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<<<< WATCH THIS VIDEO TO LEARN MORE ABOUT MY FIRM!!!

We are a family business and focus primarily on helping mid-career public and corporate employees 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 PLANNER™ professionals. 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.

 

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: http://bit.ly/WFGServices

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.

 

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<<<< SUBSCRIBE to my YouTube channel

Check in regularly for new financial planning content. And you definitely want to download my free ebook “The Pre-Retirement Toolkit”. It’s filled with retirement planning tips, videos and resources: http://bit.ly/WFGPre-RetirementToolkit​.

Read More...