Do you know if you're on track?
Find out and get a Starter Roadmap
In 5 minutes you can complete our simple 3-step process.
Tell us a little about your financial goals and current situation
Tweak your settings to see how small changes can improve your financial future
Review your Starter Roadmap and personalized Dashboard designed to help you get ahead
Your information will not be sold or rented.
Your privacy is taken very seriously and neither your contact information nor your financial information will be shared with another professional outside of the advisor's firm or any organization, unless you expressly allow it. You can opt out of educational emails at any time.
About Scott G. Weiss
Scott G. Weiss is a fee based financial advisor.
Scott provides clients with a personalized, needs-based financial plan that is built around their personal circumstances, goals and dreams. Scott's primary goal is to understand the specific situation and needs of each client and then create a plan that will help guide Scott's clients towards their financial goals.As a financial planner, Scott creates comprehensive plans to help clients achieve their goals. Part of the process is also educating clients on the decisions that go in to making these plans, why exactly they are being made and some of the possible circumstances that their decisions may have.
In particular, Scott specializes in 401(k) rollovers, asset allocation (investment planning), budgeting, comprehensive financial planning, education planning, estate planning, insurance, investment and asset management, life planning, non-traditional households, retirement income planning, retirement planning, small business retirement plans, sudden wealth, tax planning and women's issues. Scott can apply this additional expertise and knowledge in these fields to financial plans to better serve clients as they plan for different stages of their lives.
The needs and interests of Scott's clients will always come first. In addition, three things that are very important to Scott with regards to financial planning are financial planning, investment management, college planning, retirement planning, estate planning.
About Boulevard R
Boulevard R started out as a conversation between Jon and Matt Iverson over lunch in June 2005. As Jon was just about to turn 59 1/2 and start withdrawing savings from his retirement accounts, he was trying to figure out the best way to go about it.
At the time, Matt was working for one of the leading consumer advocates in California who was the founding director of Consumers Union's West Coast Office (publishers of Consumer Reports). As they worked together to address Jon's issue, they found a business environment that required asset minimums and largely excluded most people seeking independent financial strategies.
To level the playing field, they set about building a team of some of the top independent financial planners in the country, as well as a leading behavioral economist, Prof. Dan Ariely from MIT and Duke, recently named one of Fortune's 10 New Gurus of the Year. On the software side, Jon and Matt recruited a star team of programmers and brought on the technical founder of E*Trade as an advisor.
With the team in place, Matt and Jon set out to develop a tool that could help everyone find out if they were on track and also identify some key areas where they could improve. Ultimately, they settled on creating a fun, engaging service that financial advisors could offer to people in their local communities in order to help them answer the question "Am I financially on track?"
In designing the product for advisors to provide to people in their local area, Boulevard R took data security and consumer privacy very seriously. In addition to the latest security measures, Boulevard R uses the highly secure Verisign SSL encryption technology. In order to help keep users of the product protected, Matt and Jon decided not to request any sensitive personal information, such as passwords, social security numbers, etc.
Since its inception in 2005 as a social venture with the goal of making independent financial education universally available, Boulevard R continues to focus on ways to help everyone reach their financial goals.
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