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

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?

Solving personal financial problems is all we do. We bring the substantial experience of our team to problems that may seem difficult and complex to you. We show you a variety of custom fit strategies to solve those problems. You select what you are comfortable with.

Leadership

Philip Meese

Philip Meese is a veteran of more than 20 years working in financial engineering on Wall Street. He is licensed in the State of Connecticut and brings that background in financial engineering to retirement planning and family continuity.

Philip has lived in Rowayton with his wife, Karen and their children for more than 20 years.

Our Extended Financial Strategies Design Team

We work with leading providers in this industry to assure that the strategies we develop are the best fit for your situation. We take the view that more input in this process is better than less.

We keep our case management process refreshingly uncomplicated and lead with our ability to custom-fit financial solutions to your exact situation..

You may be surprised at what can do for you.