Our Services

At Weitz Financial Group, our staff works together as an integrated team to service our clients. Through creative ideas and the knowledge to back them up, Weitz Financial Group endeavors to provide you with quality products and services necessary to accomplish your individual and professional financial goals.

Our services include:

  • Estate Conservation – In conjunction with the Nautilus Group, a service of New York Life Insurance Company, we evaluate your current estate plan and recommend insurance and financial products to help protect the wealth you have accumulated. The appropriate solutions may minimize potential tax and inheritance problems and help ensure the availability of liquid assets to help pay the taxes and settlement costs your heirs will face.
  • Retirement Funding – If you are retiring or changing careers it may be time to decide what to do with the funds in your employer-sponsored qualified retirement plan. Ideally, you would like to select an option that meets your retirement needs, minimizes the impact of taxes, and avoids penalties. If you are still in the accumulation phase, we can help you to set up a diversified portfolio to meet your individual needs and achieve your retirement objectives. If you don’t know what your needs or objectives are, then we can help crystallize those visions and get you to act upon those desires. Let us help you review your available options and offer financial and insurance products to help achieve your objectives.
  • Business Succession – We work with business owners to make sure their income needs are covered in case of Disability or Death. Businesses can rely on us for buy-sell funding with life insurance to cover a buy-out due to death or disability and offer innovated solutions to the very real problems of transferring your business to those you designate. Our experience is in preparing you for the efficient succession and continuous successful operation of your company and, or positioning the business for sale to outside parties.
  • Financial Planning Services – As an Investment Advisory Representative, associated with Eagle Strategies, LLC, a Registered Investment Advisor, I can help you look at your financial picture as a whole and help you crystallize where you’ve been, where you are now and help you get to where you want to be financially. We offer an objective, fee-based approach to financial planning. You may choose to work with me on a comprehensive basis or limit the scope and focus of the plan to help you achieve your goals. We will help you explore a variety of avenues, from Estate Planning and Survivorship Protection, to Retirement Planning and Wealth Accumulation.
  • Insurance – Term Life Insurance, Whole Life Insurance, Variable Universal Life Insurance, Survivorship Life Insurance, Disability Insurance, and Long Term Care Insurance.
  • Executive Compensation – This is where we help you attract and retain key employees. We show you what employee benefits other companies are offering to attract the best and the brightest. Are they contacting your key people? What can you do to insure they stay with you and not go work for your competitor. Some areas of planning are: Deferred Compensation, Split Dollar Programs, Section 162 Executive Bonus Funding.
  • Annuities – These financial vehicles can be used in a multitude of ways to help you meet your retirement needs on a tax-favored basis. Some of the types of annuities are: Variable Annuities**, Fixed Annuities, Immediate Annuities.

    ** Offered Through NYLIFE Securities LLC (member FINRA/SIPC) a Licensed Insurance Agency. 
  • Group Insurance – Group Health Insurance (HMO, POS, PPO, Indemnity), Dental, Vision, Group Life Insurance, Long Term Disability, Short Term Disability, Premium Only Plans, Section 125 Cafeteria Plans.
  • Employee Benefit Program Design – We can help you develop an employee benefit package to help you attract and retain key employees. We’ll show you what other companies are doing to attract the top talent in the market place. There are many ways to improve your benefit package without breaking the bank.
  • Employee Voluntary Benefit Programs – Voluntary benefit plans are a growing portion of an employees benefit package at many firms. Employees want the ability to purchase financial and insurance products through their employer. They get the benefit of a group discount, and the employer gets employee goodwill for making it available to their employees. It’s a win, win situation*

We offer a variety of services that can help you meet a number of insurance and financial goals. We invite you to read all about the insurance and financial services we can offer and to contact us.

* Your participation in the payroll deduction insurance program is completely voluntary. Since this program is not intended to be subject to the Employee Retirement Security Act of 1974 (ERISA), your employer cannot contribute to or endorse this program.