Preserve, Protect & Defend
Your Retirement Income from RISK

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Marc Weiss

 Marc H. Weiss 

Marc has dedicated the last 42 years to helping make his clients financial dreams come true! 

As longevity increases, our clients have planned for a retirement that could last more than three decades! 

With that in mind, isn’t it time to develop your plan? 

If you already have a plan, why not a no cost and no obligation, qualified second opinion? 

A recent study revealed over 60% or more of all people over the age of 65 will run out of money during retirement if they actually live to their life expectancy!

We fortify your retirement income...

  • Preserve your monies

    so it provides a GUARANTEED stream of income you cannot outlive;

  • Protect your monies

    from sudden and unexpected downturns in the market

  • Defend your monies

    from heavy, immediate and unnecessary taxation during your lifetime and for your beneficiaries…

The Upside of the Market without Downside Risk

The elimination of downside risk in your investment planning of both cash and retirement monies, is of primary importance when you are retired. Peace of mind is a good thing when you stop working. No one wants to outlive their monies. 

Now you can participate in only the upside of the market without any downside risk. And, this same type of planning for your cash investments can be properly drafted to include your IRA monies. 

License #0542576

If we can show you a way to...

  • Participate in the upside of the market without any downside risk

  • Save on taxes

  • And preserve, protect and defend your cash and retirement monies

...would that be of interest to you and your family? 

Call today to schedule your appointment with Marc

My small business clients face many challenges that are unique to small business.

One of the biggest is their retirement plans. One-size-fits-all retirement planning that is all the rage today will not do!

That is why ArcherWeiss offers innovative retirement plans tailored to meet the requirements of our best clients. Everything from Defined Benefit, Hybrid Plans, Profit Sharing and 401k plans.
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Marc's Blog

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AARP Report on Annuities

October 24, 2019

Why annuities are among the strongest retirement savings vehicles. How to guarantee your retirement income for life. Given today’s fragile and unpredictable economy, many people are looking for ways to provide GUARANTEED income for life from their retirement savings. This is the finding of a report entitled “Money Matters” from AARP, the 40-million-member association for […]

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America’s Long-Term Care Crisis: Are You Prepared

November 6, 2019

This newsletter is a special edition dedicated to an often overlooked and/or misunderstood planning tool. As we age, our financial planning needs naturally change and we have to anticipate roadblocks ahead that most ignore until it’s too late. When the subject of potential or unforeseen health problems arises, as human beings our natural and typical […]

newsletter may 2020

April 2020 Newsletter

April 13, 2020
August Newsletter

August 2020 Newsletter

August 6, 2020
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Common IRA Mistakes That Can Be Avoided

November 2, 2019

MISTAKE #1: Failure to Name a Designated Beneficiary or Failure to Update the Designation Form  If you fail to name a designated IRA beneficiary, it could have unintended consequences. What is a “designated” beneficiary? Aren’t all beneficiaries “designated”? No, they are not the same! A designated beneficiary is a living, breathing, human with a remaining […]

Money and Investing Dec Newsletter

December 2019 Newsletter

December 30, 2019

February 2021 Newsletter

February 17, 2021

July 2020 Newsletter

July 3, 2020
June 2020 Newsletter

June 2020 Newsletter

June 18, 2020

May 2020 Newsletter

May 8, 2020

Current Newsletter

February 2021 Newsletter

February 17, 2021

Tax Tips