Retirement Planning in the Des Moines Area

Your retirement experience depends heavily on the route you take to get there. As a team of independent financial advisors, Weiss Financial Group believes in taking a comprehensive approach to retirement planning. We start by taking a thorough look at your current retirement savings and determining the best route to take to reach your retirement goals.

Retirement Planning in the Des Moines Area

Your retirement experience depends heavily on the route you take to get there. As a team of independent financial advisors, Weiss Financial Group believes in taking a comprehensive approach to retirement planning. We start by taking a thorough look at your current retirement savings and determining the best route to take to reach your retirement goals.

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We Specialize In:

We start by determining how much income is needed to meet your personal retirement goals. We then assure these expenses can be paid each month for the duration of your life. Our income planning services include:
  • Income and expense analysis
  • Social Security maximization
  • Spousal plan
  • Inflation plan
  • Longevity protection

After establishing your income plan and learning about your overall retirement goals, we work on creating a personalized investment plan for your remaining assets. Our investment planning services include:
  • Assessing your risk tolerance
  • Adjusting your portfolio to reduce fees
  • Volatility control
  • Evaluate ways to reduce risk, while still accomplishing your goals
  • Comprehensive institutional money management

Your retirement plan should always include a carefully considered strategy to decrease your tax liabilities. Many retirees leave a large majority of their investments in tax-deferred assets, which can cost a significant amount of money down the road. We will work with you to create as much tax efficiency in your portfolio as possible. Our tax planning services include:
  • Assessing the taxable nature of your current holdings
  • Stretch IRA planning
  • Strategizing ways to include tax-deferred or tax-free money in your plan
  • Strategize which tax category to draw income from first to reduce tax burden
  • Leverage your qualified money to potentially leave tax-free dollars to your beneficiaries

With your comprehensive retirement plan, we will form a strategy to help protect you from increasing healthcare costs in the future. Our health care planning services include:
  • Looking at all aspects of Medicare, Parts A, B and D
  • Analyzing options for a Long-Term Care Plan

You worked hard to get to where you are. We’ll ensure your assets are passed to your beneficiaries in the most tax-efficient way possible. Our legacy planning services include:
  • Maximizing your estate and income tax planning opportunities
  • Protecting any assets in trust and ensuring they are distributed to your beneficiaries probate free
  • Protecting your IRA and qualified accounts from becoming fully taxable to your beneficiaries upon your death

Discover

Our independent financial advisors will learn about your dream retirement and what is most important to you.

Evaluate

We will then take an in-depth look at your current financial situation and determine your retirement needs.

Plan

Finally, we will develop a personalized retirement plan so we can work on meeting your goals.

Discover

Our independent financial advisors will learn about your dream retirement and what is most important to you.

Evaluate

We will then take an in-depth look at your current financial situation and determine your retirement needs.

Plan

Finally, we will develop a personalized retirement plan so we can work on meeting your goals.

Income Strategy

Our experience and expertise in the financial services industry allows us to build an income strategy that accurately reflects your personal financial situation, risk tolerance and overall investment objectives. We consider a wide variety of financial solutions, including both investment and insurance products. We’ll look for products that provide interest earnings, asset protection, diversification and guaranteed income. It is our number-one priority to keep you on the path toward your desired financial future. Plus, once we come up with your personalized retirement plan, we will implement and manage it every step of the way.

Contact Us

Income Strategy

Our experience and expertise in the financial services industry allows us to build an income strategy that accurately reflects your personal financial situation, risk tolerance and overall investment objectives. We consider a wide variety of financial solutions, including both investment and insurance products. We’ll look for products that provide interest earnings, asset protection, diversification and guaranteed income. It is our number-one priority to keep you on the path toward your desired financial future. Plus, once we come up with your personalized retirement plan, we will implement and manage it every step of the way.

Contact Us