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.
Personal Services
Prepare for Retirement
Income Planning
Asset Preservation
Tax Efficiencies
RMD Strategies
Traditional IRA
Roth IRA
SEP IRA
Simple IRL
Grow Assets
Brokerage Accounts
Alternative Investments
Accredited Investor Opportunities
Real Estate Investment Trusts
Energy, Oil, & Gas Investments
Unit Investment Trusts
Mutual Funds
Structured Notes
Annuities
Structured CDs
Extended Care Services
Long Term Care
Home Health Care
Assisted Living
Nursing Home Care
Memory Care
Asset Preservation
Protect Loved Ones
Coverage Needs Analysis
Life Insurance
Disability Insurance
Accelerated Benefits
Guaranteed Insurability
Inheritance Planning
Estate Planning
Wealth Transfer Strategies
Asset Preservation
Tax Efficiencies
Inherited IRA
Income Protection
Disability Income Insurance
Salary Continuation
Coverage Needs Analysis
Family Planning
Education Funding Strategies
College 529 Savings Plans
Coverdell ESAs
Custodial Investment Accounts
Guarantee Future Insurability
Special Needs Planning
Divorce Planning
Business Services
Owner & Executive
Buy/Sell Planning
Retirement Planning
Key Employee Coverage
Business Continuation
Extended Care Planning
Executive Compensation
Income Protection
Fringe Benefits
Tax Efficiencies
Golden Handcuffs
Employee
Extended Care Planning
Salary Continuation
Fringe Benefits
Income Protection
Survivor Benefits
Financial Professionals
If you have clients interested in purchasing Life Insurance, Disability, or Long Term Care protection but that’s not your primary business; we’re here to help.
Weiss Financial focuses on offering insurance strategies for financial professionals with existing client relationships. We work as a part of your group, with your branding, and through your office, to help provide your clients with a high level of customer service.
As an independent firm, we’re able to shop the marketplace and find the most suitable products for your clients. With 34 years of combined experience, Weiss Financial will help to guide your clients to the most suitable insurance strategies.
