Weiss Financial Group
PRE-RETIREMENT TOOLKIT HOW MUCH DO YOU NEED FOR RETIREMENT? NOT SURE WHAT YOU SHOULD BE DOING RIGHT NOW? WONDERING IF AND WHEN YOU CAN RETIRE? WORRIED THAT YOUR SAVINGS WON’T LAST?
You’ve done a lot right in your financial life. However, your finances have become complicated and you no longer feel confident you are making the best financial decisions for your family. You are looking looking for a competent professional you can trust to evaluate your situation, and provide unbiased advice about retirement, investing and/or education planning. If you appreciate the value of good advice and are looking for a face-to-face relationship, you’ve come to the right place. We help: PRE-RETIREMENT Company employees, IT professionals, and healthcare professionals with pensions, 401(k) plans and/or stock options. Public service employees such as teachers, police officers, and other government workers with pensions and/or 403(b)'s, 457's, etc. LIFE EVENTS Planning/Saving For Retirement Financial Windfalls (i.e. insurance payout, inheritance, stock options) Saving For College Job/Career Changers Loss of a Spouse
Address: 704 US-6, Mahopac, NY 10541, USA
Phone: +1 845 621 4700
FAX:
