Free Retirement Review

Do not sign an irrevocable lifetime contract on your pension and profit sharing benefits before receiving our free, no obligation 70-page retirement review. 

 

Your report will be customized to your specific financial situation using data from your estimate of retirement benefits.

Performance Data

No advisor guarantees performance. We focus on what you can control, which is risk, volatility, & expense.

 

2008 through 2013 was a textbook period for displaying the benefits of wide diversification and automatic rebalancing within investor’s portfolios.

 

Request 2008 through 2013 Performance Data

gh 2012 Performance Data

Legal

The Weiser Financial Group LLC Website is for informational and educational purposes only. Neither Weiser Financial Group LLC nor its associates offer tax or legal advice. This Website is not investment advice, an offer of any security for sale, or an offer to provide investment advice for compensation. Past performance of investments is no indicator of future results. The accuracy & completeness of the information is a representation and not guaranteed. Investments may lose value and are not FDIC insured.


"We Built Our Reputation Through Honesty, Integrity, & Trust . . . It’s the Weiser Way"

 


What We Do

  • Provide experienced analysis of Defined Benefit Plans (pensions) and Defined Contribution Plans (401k's)
     
  • Provide solutions for retirement income development
     
  • Provide consultation on profit sharing plan rollover & distribution phase options
     
  • Provide individuals & organizations access to the Edelman Managed Asset Program (EMAP)® without charging any additional ‘middleman’, ‘wrap’ or ‘add-on’ fees
     
  • Specialize in 401(k) Rollovers

"We are prepared to guide clients through the 401(k) rollover process and educate them on why it is essential they have a knowledgeable advisor at the helm rather than depending on the luck of the big firms' 800 number."

It is important to find an advisor who works with professionals in your income bracket and whose expertise matches up with the financial issues you want to address.

 

Many investors who deal with a stockbroker, financial planner or advisor will change advisors before retirement.  Clients switching from the accumulation phase to distribution phase need an advisor who specializes in retirement income development.  Investors must give themselves the flexibility to adapt and should not assume they have failed because they need to change directions.

 

We work independently and are not influenced by any obligations to banks or other financial service providers.  Our Clients have no hidden fees and receive GIPS (Global Investment Performance Standards) compliant performance and expense data on their accounts.


If your current provider does not furnish you with GIPS statements  . . . ask them why.

Are you evaluating different investment platforms and advisors for your investment needs?  

 

Download a copy of our customized request for proposal (RFP) and insist that all the advisors you are interviewing complete it and return it to you.  The personal RFP will allow you to make an ‘apples to apples’ comparison of all the products you are reviewing.

2014 03 24 - REQUEST FOR PROPOSAL, EXPEN[...]
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Investment Advisory Services offered through Edelman Financial Services LLC an SEC Registered Investment Advisor. Weiser Financial Group LLC is not affiliated with EFS.