Philip A. Weinstein, RICP®, NSSA®, IRMAACP™

As a Retirement Income Certified Professional® (RICP®) specializing in designing, implementing and monitoring successful retirement plans, I help clients gain clarity and confidence that their personalized retirement plan will provide them with the secure reliable income they can never outlive,will preserve their capital and address legacy and estate considerations. By utilizing specialized training, tools and strategies uniquely coordinated, your customized holistic retirement plan will be specifically designed to maximize your spendable income, minimize your taxes, reduce your financial risk and preserve your capital so you can actually relax and enjoy financially secure and comfortable retirement. I am passionate about enhancing financial security and peace of mind and believe strongly in addressing the significant risks retirees face including: Longevity Risk, Inflation Risk, Taxation Risk, Sequence of Return Risk, Market Volatility and Valuation Risk, Behavioral Risk, Fee Risk, Health Care and Long Term Care Risk.

Just as maximizing and sustaining your personal health requires specialized experts, the health and success of your retirement plan requires specialized knowledge to help you address the very different challenges and decisions you will face as you transition from the accumulation to the distribution phase of your life.

Our clients come to us when they want to be and feel empowered to improve their financial security, lower their stress, increase their peace of mind and enjoy sharing more memorable experiences with those they love. Our plans are customized to align with your quantified comfort level and to meet your needs and goals with minimized risk, minimized taxes, maximized spendable income, and maximized principle preservation.

We convert confusion and uncertainty into confidence and security.