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."
Ryan “Boz” Johnson Chief Operations Officer
Boz Johnson is the Chief Operations Officer at Retirement In-Focus, serving as a strategic leader in the firm’s operational transformation and growth. With a robust background in operational leadership, Boz has consistently driven improvements in process efficiency, systems design, and team performance. He is devoted to creating operational frameworks that enable the team to focus on what matters most: guiding clients toward a confident, purposeful retirement.
Outside his professional role, Boz brings an additional dimension of character formed by his adventurous past, having grown up in Pacifica, California, and twice sailing the South Pacific in a refurbished 1967 sailboat of 37 feet with his brother. While this adventure sits outside his work day, it continues to inform his perspective on perseverance, adaptability and navigating change, qualities that serve him well in his leadership at Retirement In-Focus.
Gavin Meese Planning Support Specialist
Gavin Meese brings precision and a competitive spirit to everything he does - qualities honed through years of competitive sailing. He contributes to the firm’s success through his work in client service helping to uncover insights and support informed decision-making. His analytical mindset and drive for excellence make him a key contributor to client objectives. Gavin is committed to delivering value for clients and supporting their financial goals with clarity and focus.
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
