Personal Services
Weiss Financial offers a wide range of financial and family protection services aimed at helping you protect your loved ones, build wealth, and establish a financial legacy you can leave behind.
Prepare for Retirement:
- Tax Efficiencies
- RMD Strategy
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRL
Protect Loved Ones:
- Extended Cares Services
- Life Insurance
- Nursing Home Care
- Assisted Living
- Long Term Care
- Nursing Home Care
- Assisted Living
Income Protection:
- Tax Efficiencies
- Disability Income Insurance
Grow Assets:
- Brokerage Accounts
- Unique Investment Opportunities
- Long-Term Financial Strategies
- Government Securities
- Bonds
Family Planning:
- College 529 Savings Plans
- Special Needs Planning
- Divorce Planning
Inheritance Planning:
- Estate Planning
- Inherited IRA
- Wealth Transfer Strategy
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
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Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
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