Our Team
At Retirement-In-Focus, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.
MEET YOUR GUIDE
Philip Meese President, Founder, Investment Adviser Representative
Before starting his own firm, Philip spent 20 years in financial engineering on Wall Street, starting at the New York Stock Exchange and continuing with top international banks like Morgan Stanley, Deutsche Bank, Merrill Lynch and others.
Today, Philip uses knowledge gained working in the international money system to create real-world financial strategies for families in his community. He emphasizes the importance of making complex financial topics simple, enabling clients to make more informed decisions for their families.
Philip and his family have lived in Rowayton for 25 years. A lifelong sailor, Philip has cruised the family’s sailboat from Maine to the Bahamas and enjoys annual family cruises along the Northeast Coastline.
"Planning gives people a vision and the ability to live their lives in ways they could not have possibly imagined."
Patricia Levinson Operations Manager
Patricia Levinson ensures everything runs smoothly. She brings a unique perspective from her international background in high net worth client care and hospitality. She is passionate about helping clients toward a secure and enjoyable retirement. Patricia is a leader at our firm, with a strong client focus. She’s the warm, friendly voice you’ll hear, always making clients feel valued and at ease with her genuine care.
COMPLIMENTARY EBOOK: What Financial Challenges Will You Face?
The world of retirement is changing — especially how we fund it. Many find themselves questioning when, or if, they will be able to retire. Our free, 8-page guide will help you get a head start on your retirement planning by showing you:
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How an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
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How the average person spent $146 a year on health care in 1960 compared to the average cost today.
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How to ask the right questions about retirement, including: How do I make my money last?
Download your free retirement guide now and take the first step toward taking control of your financial future.
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.
READ MORE ABOUT Our Services Below
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
IRA Legacy
Planning
Tax-Efficient
Strategies
Wealth
Management
Retirement
Income Strategies
Asset Protection
Strategies
IRA/401(k)
Rollovers
Investments
Annuities
Contact Us
Share a few details with us, and you’ll be on your way to our first meeting. We can’t wait to get to know you and your goals and dreams.
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