Seth Weinstein
Financial Advisor


The Weinstein Group

Helping people define, create, and enjoy 
financial independence.

 

OUR MISSION is to flip the traditional model and change the approach to financial planning. We help you make the switch from having your investment results drive your life plan, to enjoying a life plan that is the sole driver of your financial plan.

As your financial PARTNER, we help you imagine YOUR IDEAL LIFE, give you the clarity and perspective you need to know what's possible, and deliver a comprehensive FINANCIAL PLAN to help you make your vision a REALITY. 

 



 

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.