Keith Weiss
CFP®
Weiss Financial Group
Financial Advisor
Keith Weiss
CFP®
Weiss Financial Group
Financial Advisor
A goal without a Plan is just a wish. - Keith Weiss, CFP®
Fee-Only financial planner located in Mahopac, NY, serving clients locally and across the country
Keith Weiss is a Mahopac, NY fee-only financial planner. Weiss Financial Group provides personalized & objective financial planning to help individuals & business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Keith Weiss is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
I am a Fee-Only, fiduciary, Certified Financial Planner.
I follow an economists approach to investing and financial planning. If you are currently working and have at least 10+ years left until retirement, you may be wondering if you are on pace to have the proper amount saved.
If you are retiring or in retirement, you may be wondering how you are going to make your retirement assets last throughout your retirement years.
These are the main themes that I provide answers and solutions for. Everything else (e.g. investment planning, insurance planning, estate planning, tax planning) is a sub-category to answering the two main concerns addressed above.
Your questions and concerns may be, but not limited to:
- How much do you need to retire?
- When can you retire?
- How will you draw upon your assets through retirement?
- How will you make your assets last and generate the proper income through retirement?
- Are you invested appropriately to meet your goals?
- How should you be invested?
- How will you pay for college?
- How should you collect your pension? (Government Employees; 403b and 457)
- What is an affordable house for you?
- How much can you afford to pay for home improvements?
- When should you refinance a mortgage?
- Do you have the proper insurance coverage?
- Understanding the advantages/disadvantages of investing in Real Estate
- How should you deal with stock options from your company? (Corporate Employees; 401k)
- How & when to file for social security?
- What do you do about a Will? Do you need a Will?
Some people have no idea what their budget is. Some people have no idea if they are saving enough. Some people have no idea how they are invested. Some people spend more time planning their vacations than they spend on financial planning.
If any of the above feels like you, what are you waiting for?
A goal without a Plan is just a Wish.
Keith Weiss is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Weiss Financial Group is a NAPFA-registered, Fee-Only, Registered Investment Advisor (RIA) serving the entire Putnam and Dutchess Counties, NY region (Mahopac, Brewster, Poughkeepsie, Fishkill, Danbury, CT). We specialize in providing objective financial planning and retirement planning to help clients build, manage and protect their assets through life's transitions. Scott Weiss and Keith Weiss are CERTIFIED FINANCIAL PLANNER™ Professionals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Personalized Financial Planning
- Budget Planning
- Retirement Planning
- Investment Management/Planning
- Retirement Income Planning
- College Education Planning
- Insurance Planning
- Estate Planning
Ideal Clients
- Retirement Savers (10+ Years to Retirement)
- Retirees
- Growing Families
- Business Owners and Executives
- Corporate Employees (i.e. Regeneron, Mastercard, Pepsi, ConEd)
- Public Employees (i.e. teachers, police, fire)
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Keith Weiss is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Keith Weiss is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Keith Weiss
Office Locations:
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704 US-6
Mahopac, NY 10541
