Empowering You to Live Your Best Life in Retirement
Discover your inner strength and achieve your dreams with personalized retirement planning
About Weiss Financial Group
We’ll help guide you to and through retirement.
You spent years working hard, saving, and dreaming of this time in your life. We can help make it even better than you imagined.
Income
The right asset distribution (“paycheck”) plan should be comprehensive and detailed. Simply establishing a systematic withdrawal without thinking about tax efficiency, asset location, and proper distribution order is the cardinal sin of advanced income planning. Work with me who can guide you with a step-by-step process to not only establish your income shortfall, but help you create a plan to spend your money confidently.
My Services
We believe holistic financial planning goes beyond simply making investment decisions. What will happen to your spouse or your family when you die? Will probate be a nuisance? Will your family pay unnecessary tax due to mistakes that were made with your estate plan? Can you protect any portion of your asset pool from a Medicaid spend-down or nursing home situation? Do you need a trust, and if so, what will it help you accomplish?