Are You Evaluating Different Investment Platforms For Your Rollover IRA?

Can you answer the following questions about your current portfolio?

  1. How much risk am I exposed to? (Do you remember March 2008 to March 2009)
  2. What are the ‘all in’ fees and expenses I pay in my account? 
  3. Does my provider send me GIPS statements?
  4. Are my accounts monitored for daily strategic rebalancing opportunities?
  5. Is my advisor or ‘robo-advisor’ uniquely familiar with my pension and 401(k) plans and someone I trust to always act in my best interests?
  6. Performance is not guaranteed.  Do I focus on minimizing risk? Or do I chase performance and not monitor risk?

We can help you answer all of these important questions, contact us for a complimentary and confidential systematic review and assessment of your pension & 401(k) plan

About Our Firm

Our independent business holds the following licenses and designations:

  • Registered Investment Advisory Firm
  • Licensed Insurance Agency
  • Licensed in Real Estate

Our experience includes:

  • Eight years as a trustee for a $180M 401(k) Plan
  • Five years as a retirement committee chairman for 800 airline crewmembers
  • Six years as a Registered Financial Consultant® and licensed Investment Advisor Representative

Why Clients Hire Us

  • Proficient knowledge of defined benefit and defined contribution plans, their benefits and hazards
  • For access to the Edelman Managed Asset Program (EMAP), without any additional mark-up costs, using an independent investment advisor uniquely familiar with their professional backgrounds

Investment Services We Provide

  • Systematic Review and Assessment of Defined Benefit Plans and Defined Contribution Plans

  • Consultation on profit sharing plan rollover & distribution options upon retirement

  • Guiding clients through the 401(k) rollover process

  • Solutions  for retirement income development 

  • The ability for our clients to use the Edelman Managed Asset Program (EMAP) without charging any additional ‘middleman’ fees

    • Our experience, knowledge, and licenses allow us to be one of the few select independent firms with access to Edelman Financial for our clients

      • Edelman Financial is one of the largest independent financial planning firms in the nation, managing more than $12.75 billion for more than 24,000 clients both online and via 35+ offices across the country

      • Three times ranked the #1 independent financial advisor in the nation by Barron's, Ric Edelman and his team of experienced advisors have been helping thousands of people just like you for more than 25 years

Daniel J. Weiser 

Registered Financial Consultant®
B-767 Captain (Retired)
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© 2014 Weiser Financial Group LLC, Sarasota, FL The information available on and through this website is in the nature of general informational purposes and investor education, it is not investor advice. This website is not a solicitation or offer to buy or sell any product or service, any security, any group of securities or any investment advisory services with regard to securities. We believe the sources to be reliable, however the accuracy and completeness of the information is not guaranteed. Viewers also understand that past performance is not a guarantee of future results and no investment strategy can guarantee profits or eliminate the risk of investment losses. Investment Advisory Services offered through Edelman Financial Services LLC an SEC Registered Investment Advisor. Weiser Financial Group LLC is not affiliated with EFS.