Weiss Financial Group

Located in Johnston, Iowa, Weiss Financial Group is an independent financial group adhering to fiduciary standards. Our top priority is your overall financial success. We specialize in creating comprehensive and personalized retirement plans, and our experienced and dedicated team is committed to providing the expertise you need to reach your retirement goals. Our services include income planning, investment planning, tax planning, health care planning and legacy planning.

Weiss Financial Group

Located in Johnston, Iowa, Weiss Financial Group is an independent financial group adhering to fiduciary standards. Our top priority is your overall financial success. We specialize in creating comprehensive and personalized retirement plans, and our experienced and dedicated team is committed to providing the expertise you need to reach your retirement goals. Our services include income planning, investment planning, tax planning, health care planning and legacy planning.

James Weiss, ChFC®, RICP®

James Weiss is a Chartered Financial Consultant® with over 17 years of experience in financial planning. He has earned his Series 65 Securities License and is a licensed Investment Advisor Representative. He has also passed FINRA series 7, 6 and 63.

Additionally, James completed the extensive educational program required to receive the Chartered Financial Consultant® (ChFC®) credential. He also earned his Retirement Income Certified Professional® (RICP®) designation from The American College in 2016.

James holds a Bachelor of Science degree in finance from Upper Iowa University, as well as a master’s degree in financial planning and services from The American College.

James is passionate about a healthy balance of work and family, so he built a home close to the office in order to have more time to spend with his two boys, Carson and Max. In his free time, you will likely find James outdoors. He enjoys running, cycling, flying remote-controlled airplanes, spending time at the lake and boating with friends and family.

Jodi Beachy, Director of Client Experience

Jodi Beachy is the Director of Client Experience at Weiss Financial Group. Hers is the face that you first see when you come in for a visit. Jodi schedules visits, helps to provide a first-class experience for clients, and coordinates special events for Weiss Financial Group.
Jodi graduated from Iowa Wesleyan College. She has a passion for serving others, which has been satisfied through customer service roles and educating for many years. Prior to joining Weiss Financial Group, Jodi worked as an inside sales representative for Monarch Materials Group. She has also served in customer service and management roles for Sprint and was an elementary school teacher for many years. These roles have taught her the importance of developing and nurturing relationships with clients to create an enjoyable experience that benefits both the client and the company.

In her free time, you will most likely find Jodi on her bicycle or at Lake of the Ozarks in the summer, at an Iowa football game in the fall, or at an Iowa basketball game in the winter. She enjoys spending time with family and friends, going to concerts and sporting events, reading, and spoiling her nieces and nephews.

James Weiss, ChFC®, RICP®

James Weiss is a Chartered Financial Consultant® with over 17 years of experience in financial planning. He has earned his Series 65 Securities License and is a licensed Investment Advisor Representative. He has also passed FINRA series 7, 6 and 63.

Additionally, James completed the extensive educational program required to receive the Chartered Financial Consultant® (ChFC®) credential. He also earned his Retirement Income Certified Professional® (RICP®) designation from The American College in 2016.

James holds a Bachelor of Science degree in finance from Upper Iowa University, as well as a master’s degree in financial planning and services from The American College.

James is passionate about a healthy balance of work and family, so he built a home close to the office in order to have more time to spend with his two boys, Carson and Max. In his free time, you will likely find James outdoors. He enjoys running, cycling, flying remote-controlled airplanes, spending time at the lake and boating with friends and family.

Jodi Beachy, Director of Client Experience

Jodi Beachy is the Director of Client Experience at Weiss Financial Group. Hers is the face that you first see when you come in for a visit. Jodi schedules visits, helps to provide a first-class experience for clients, and coordinates special events for Weiss Financial Group.
Jodi graduated from Iowa Wesleyan College. She has a passion for serving others, which has been satisfied through customer service roles and educating for many years. Prior to joining Weiss Financial Group, Jodi worked as an inside sales representative for Monarch Materials Group. She has also served in customer service and management roles for Sprint and was an elementary school teacher for many years. These roles have taught her the importance of developing and nurturing relationships with clients to create an enjoyable experience that benefits both the client and the company.

In her free time, you will most likely find Jodi on her bicycle or at Lake of the Ozarks in the summer, at an Iowa football game in the fall, or at an Iowa basketball game in the winter. She enjoys spending time with family and friends, going to concerts and sporting events, reading, and spoiling her nieces and nephews.

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Comprehensive Retirement Planning
and Wealth Management

At Weiss Financial Group, we work with pre-retirees and retirees in Central Iowa to strategize retirement plans and maximize savings. All retirement journeys are different, so we consider a wide range of investment and insurance product solutions to create a retirement plan that works for you.

With so much at stake, it’s important to work with a financial advisor you can trust. Weiss Financial Group always provides objective financial advice. You can rest assured that the recommendations we provide for your financial future are in your best interest. We continually focus on maximizing your wealth and protecting your assets in pursuit of a financially independent retirement.

Planning for the best possible retirement can often be challenging, but Weiss Financial Group is up for the challenge. We’ll take all the steps needed to help you reach your financial goals. Contact us today to schedule a time to discuss your financial future.

Comprehensive Retirement Planning and Wealth Management

At Weiss Financial Group, we work with pre-retirees and retirees in Central Iowa to strategize retirement plans and maximize savings. All retirement journeys are different, so we consider a wide range of investment and insurance product solutions to create a retirement plan that works for you.

With so much at stake, it’s important to work with a financial advisor you can trust. Weiss Financial Group always provides objective financial advice. You can rest assured that the recommendations we provide for your financial future are in your best interest. We continually focus on maximizing your wealth and protecting your assets in pursuit of a financially independent retirement.

Planning for the best possible retirement can often be challenging, but Weiss Financial Group is up for the challenge. We’ll take all the steps needed to help you reach your financial goals. Contact us today to schedule a time to discuss your financial future.