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About Us: It's All About You

Family

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.

A Proven Approach

Using our In-Focus Retirement™ process, 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.

Why Us?

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.

Leadership

Philip Meese

Philip is a veteran of more than 20 years working in financial engineering on Wall Street. He is a licensed fiduciary, a registered investment advisor and holds licenses in more than a dozen states.

He is a frequent lecturer at area libraries and community centers and 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 25 years.

Financial Strategies Design

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 and delighted to discover hidden power in their financial position.

Contact

Do you have a comprehensive, written retirement plan that gives you confidence in your financial future?

Let's explore your vision.

Retirement-In-Focus Wealth Management

[PLEASE NOTE OUR NEW ADDRESS AS OF JUNE 1ST]
330 Post Road, Suite 210 | Darien, Connecticut | 06820

(203) 889-5505

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.

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