Before you begin taking steps toward your financial goals, you need to prepare for the road ahead. And once you’ve started, it’s important to have the tools to help keep you going close at hand.
At Weiss Wealth Management Group, we provide a wide array of investment management and financial planning services designed to set you on a solid course. And we offer you access to the vast resources and expert research of Raymond James to make your journey as smooth as possible.
Here, you can explore some of our many offerings.
Asset Management
For Retirees
Everyone saves for retirement. But when the time actually comes to retire, not everyone is prepared to turn a growth-oriented portfolio into one focused on providing income. That’s why we focus on helping our retired clients create an “income engine,” a portfolio designed to preserve principal and fund a long, healthy retirement.
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For Pre-Retirees
In our experience, we’ve found that most pre-retirees, individuals who are fewer than five years from retirement, tend to have a significant portion of their savings in common stocks – a strategy that needs to be revisited and revised as they approach retirement. We help our pre-retiree clients work through the process of reallocating assets from traditional capital-appreciation stocks to income-producing assets to fund retirement.
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For Captive Insurance Companies
In addition to the services we offer individual investors, we also provide asset management for captive insurance companies. The plans we develop for captive insurers are similar to traditional pension and profit sharing plans, and the investment process we follow creates the potential to generate higher rates of return without sacrificing cash flow necessary to pay current claims.
Financial Planning
Finance affects nearly every part of a person’s life, so we believe in developing financial plans that are just as far-reaching. Our process begins with a full review of a client’s needs and objectives. Then, with goals identified, we start planning for everything from asset allocation and reallocation to trust creation and insurance selection.
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Risk Management
Risk is an inevitable – but manageable – part of life. As we design and implement portfolios for our clients, our goal is to minimize the negative impact of market volatility. And as we develop larger financial plans, we work with each client to make decisions about life insurance, annuities and long-term care based on his or her unique needs.