Broker Check

What We Do

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.  

To learn more, please email john@weiss-financial.net or call (317) 723-3446.

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