Our primary focus is protecting you and your family on your retirement voyage. We keep things simple, starting with a focus on your situation and goals. Then we use our experience in financial engineering to fit the right financial strategies to you.
We start by clarifying your current situation and projecting that through your retirement years. Then we look for strategies that can improve that scenario. We show you alternatives. You make the choice. You are in control.
Creating personal financial solutions is all we do. We bring the breadth and experience of our team to problems that may be unfamiliar territory to you. We show you a variety of custom fit strategies to address challenges or take advantage of opportunities. You select what you are comfortable with.
Philip is a veteran of more than 20 years working in financial engineering on Wall Street. He is a fiduciary, a registered investment advisor and holds licenses in more than a dozen states. He brings his background in financial engineering to retirement planning and family continuity.
He has lived in Rowayton with his wife, Karen and their two boys for more than 20 years.
Our specialty teams in financial planning, risk management, investing and estate planning assure that we develop the best strategies for your situation.
We keep our collaborative planning process refreshingly uncomplicated and lead with our ability to custom-fit financial solutions to your exact situation.
Clients are often surprised at what we can do.
Let's explore your vision.
30 Old Kings Highway South | Darien, Connecticut | 06820
Investment advisory services offered through duly registered individuals on behalf CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Retirement-In-Focus Wealth Management are unaffiliated entities.
Licensed Insurance Professionals. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to suit needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Copyright © 2023 | Retirement-In-Focus | All Rights Reserved.