About us
Where Intention Meets Implementation
Successful retirement income strategies demand structure, discipline, and an unwavering focus on the details that help protect your financial future.
Every strategy developed at this practice begins with a deep understanding of your financial picture, your risk tolerance, and your long-term goals. There are no shortcuts here, and no cookie-cutter solutions.
Our structured process is focused on creating a customized income strategy designed specifically to meet your stated objectives and to be aligned with your quantified comfort level. Our goal is to replace your anxiety and uncertainty with clarity and confidence.
Meet Our Founder
Philip A. Weinstein
RICP®, NSSA®, IRMAACP™
Founder & Retirement Income Specialist
You have spent decades building your wealth. The transition from saving to spending is one of the most important financial shifts you will ever make, and it deserves specialized attention.
With a deep specialization in retirement income strategies, I help clients gain clarity and confidence as they navigate this challenging transition from the accumulation and growth phase to the preservation and income phase of their lives.
As a Retirement Income Certified Professional (RICP®), National Social Security Advisor (NSSA®), and IRMAA Certified Professional (IRMAACP™), I am dedicated to helping those near or in retirement sleep better at night with a customized income strategy designed with their stated income objectives and quantified comfort levels clearly in focus.
Our RISG Income System utilizes THREE specialized retirement income analytical software tools and THREE risk assessment instruments, giving clients a level of insight that greatly enhances both clarity and confidence.
Your health and longevity require specialized doctors, so too does the health and longevity of your financial security require specialized expertise. The challenges you face during the income and preservation phase of your financial life, risks such as — longevity, inflation, market, sequence of return, taxes, fees, health care costs, long-term care exposure, economic uncertainty and market volatility — all demand specialized, coordinated, personalized attention.
Clients come to this practice when they are serious about improving their financial security, lowering their stress, and building a retirement they feel confident about. They want a customized income strategy aligned with their goals and comfort level, with minimized risk, lower taxes, reduced fees, and maximized spendable income.
Confusion and uncertainty walk in the door. Confidence and security walk out.