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.
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!
Is Tax-Free Retirement possible? YES, it is! So what is the big secret to tax-free retirement, is it evasion? Absolutely not! Is it some new product? No! To begin, American’s face two threats to their retirement nest egg… first, outliving their nest egg and second, losing that nest egg to heavy, immediate and unnecessary taxation. […]
What is the Bear Naked Truth? Let’s begin by discussing what a fixed indexed annuity or FIA is and how they came to be. An FIA is not your parents’ or grandparents’ annuity. An FIA is a tax-deferred opportunity to enjoy all of the upsides of the market without the risks associated with market volatility. […]
What’s All the Buzz About? Given the pervasive chatter about the Setting Every Community Up for Retirement Enhancement Act of 2019 – commonly referred to as the SECURE Act – it’s important to know what the Act’s all about. On March 29, 2019, the House Ways and Means Committee unveiled the Act. While the Act […]
What do Walmart, Wells Fargo, major wire houses and Tony Robbins all have in common? They’re all part of a growing stampede to sell Fixed Indexed Annuities. 2015 will end up as the year where Fixed Indexed Annuity sales were up over 36% from the previous year, a new record high for FIA sales. Financial […]