Weiser Financial Group is a retirement-focused investment advisor with over 15 years of experience in pension plans, profit sharing plans, 401(k) management, 401(k) rollovers, and scheduled distributions design. Our commitment is to meet the unique needs of both current and retiring aviation professionals.
Getting started is easy – schedule a free, confidential, no sales pressure call to begin.
Discover more about the value we add to your portfolio:
Our firms "Value-added" denotes the additional value or benefit that a product, service, or process offers to clients beyond their usual expectations. It encompasses the extra enhancements, features, or improvements that set a product or service apart from others in the market, enhancing its appeal and worth to end-users. Value-added elements may encompass aspects like enhanced functionality, superior quality, cost-efficiency, and convenience.
Consider us your financial "Navigator." We plot your financial course, estimate your savings journey's duration, and make automatic adjustments, much like an experienced pilot. Our objective is to ensure you reach your financial destination securely and content.
Our clients trust us because they have seen our honesty and transparency as an investment advisor and in the cockpit. Dan is a Registered Financial Consultant®, holds a Series 65 Securities License, and has over a decade of experience as a airlines 401(k) trustee and airlines retirement committee chair.
We provide globally diversified portfolios managed by Financial Engines Advisors, our Sub-Advisor. Each portfolio is scientifically crafted with up to 21 holdings. Financial Engines Advisors continually monitors all portfolios for daily rebalancing opportunities and automatically rebalances them at no additional cost.
Our all-inclusive fees are exceptionally competitive. For a $1.5M portfolio, the management fee is approximately 1.1%, with the percentage decreasing as your account size grows. We maintain full transparency, with no concealed fees, and we do not utilize "funds of funds," a method often employed by 401(k) sponsors and other advisors to obscure the true portfolio expenses. We take pride in being the home of transparent, no hidden fees services.
As an independently licensed investment advisory firm, we have an alliance with Financial Engines Advisors (formerly known as Edelman Financial Engines) and use Charles Schwab as our custodian. We serve clients coast-to-coast in 12 states, focusing on helping airline crew members transitioning their 401(k)s into Rollover IRAs.
At Weiser Financial Group, we prioritize goals and strategic planning over market speculation. Successful investing is goal-focused, not driven by current events.
Portfolio rebalancing is a crucial risk-management strategy. It involves selling assets that have appreciated and now make up a larger portion of your portfolio while acquiring assets that are currently less popular. Essentially, it means selling your successful investments and purchasing those with growth potential, adhering to the principle of buying low and selling high.
Additionally, rebalancing has the potential to enhance your portfolio's performance. This practice is widely recognized in the financial industry. Notably, Financial Engines Advisors distinguishes itself as the only major firm that consistently monitors portfolios on a daily basis, (not quarterly or annually) a tradition they've upheld for over 25 years.
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