Steven Suib RICP¨: Retirement Income with Purpose
An Interview with Steven Suib, RICP¨ Ñ Protecting Retirement Income with Purpose
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Brent Meyer, Founder of SafeMoney.com, sits down with Steven Suib, RICP¨, founder of Preservation Wealth Management, to discuss how he helps pre-retirees and retirees navigate todayÕs complex financial landscape. With decades of experience, a fiduciary standard of care, and a results-driven income planning approach, Steven shares his mission to protect the retirement income his clients rely onÑwhile empowering them to enjoy the lifestyle theyÕve worked so hard to build.
Brent Meyer: Steven, thanks for joining us. LetÕs start with your overall approach. What kind of clients do you typically work with, and how do you help them?
Steven Suib: Thanks, BrentÑitÕs great to be here. I work with individuals and couples who are either already retired or approaching retirement. Most of them are looking to reduce market exposure, but they still want their money to grow in a way that supports their long-term goals. ThatÕs where our approach comes inÑwe combine safe money strategies with market-based solutions to help create dependable income streams that are designed to last a lifetime and grow with inflation.
Brent Meyer: YouÕre a Registered Certified Income Planner. How does that designation impact your planning process?
Steven Suib: The RICP¨ designation has been a huge asset. It gives me a deep understanding of how to build sustainable income plans tailored to each clientÕs needs. Our goal is to guarantee income throughout retirementÑand to do it in a way that allows clients to maintain their lifestyle and purchasing power. With longevity risk and inflation being such major concerns today, planning for lifetime income that adapts is more important than ever.
Brent Meyer: That makes sense. Can you share a little about the results youÕve seen with your clients?
Steven Suib: Absolutely. WeÕve helped hundreds of families avoid one of the most feared outcomes in retirementÑrunning out of money. By building plans around safety, income, and reasonable growth, weÕve been able to provide both financial stability and peace of mind when our clients need it most. ItÕs deeply rewarding to see people enjoy retirement without the constant worry of market losses or income gaps.
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Brent Meyer: At SafeMoney.com, we emphasize educating consumers about working with fiduciary-minded advisors who operate under the best interest standard. How does this commitment to education and ethical guidance influence your practice?
Steven Suib: ItÕs central to everything we do. As a licensed fiduciary, IÕm legally and ethically obligated to act in my clientsÕ best interests at all times. That means no hidden agendas, no pushing productsÑitÕs about providing honest, transparent advice. When clients know that every recommendation is made with their well-being in mind, it builds the kind of trust that long-term financial relationships are built on.
Brent Meyer: For someone seeking financial guidance, what should they look for in an advisor?
Steven Suib: Great question. Credentials and experience are importantÑand being a fiduciary carries a meaningful responsibility to act in the clientÕs best interest. But beyond titles, itÕs essential to evaluate how an advisor engages with you. Do they specialize in retirement income planning? Are they transparent about their fee structure? Do they take time to truly understand your goals and concerns? Are they someone you feel comfortable communicating with? A good advisor doesnÕt just have the right designationsÑthey make you feel heard, respected, and supported throughout the entire planning process.
Brent Meyer: How do you stay on top of changing trends and regulations in the industry?
Steven Suib: Aside from the continuing education requirements to maintain my licenses and designations, IÕm constantly learning. I read industry news, follow economic trends, and stay connected with other professionals in related fields. Retirement planning is a dynamic spaceÑtax law changes, interest rate shifts, new strategiesÑso staying current is not just helpful, itÕs essential for giving good advice.
Brent Meyer: Education is a big part of what we do at SafeMoney.com. How do you empower your clients through financial literacy?
Steven Suib: I believe strongly in educating clients, because informed clients make better decisions. I offer public seminars, host small group sessions, and stay in regular contact through newsletters and one-on-one conversations. When clients understand how their income plan works and why itÕs structured the way it is, it increases their confidenceÑand helps them stay the course during turbulent times.
Brent Meyer: LetÕs talk long-term. What are your goals as an advisor moving forward?
Steven Suib: My mission is to keep protecting my clientsÕ hard-earned retirement money while helping them grow it in a way thatÕs smart and sustainable. I want my clients to feel secureÑknowing that their income is reliable and their plan is built to handle the unexpected. Ultimately, I want to help people live the retirement they imagined, without fear or financial stress.
Brent Meyer: ThatÕs powerful. Before we wrap up, how can people get in touch with you?
Steven Suib: They can reach me here or call my office at 215-801-6350. WeÕre always happy to connect and offer a second opinion on their retirement strategy.
Conclusion
Steven Suib, RICP¨, brings a powerful blend of experience, professional credentials, and a fiduciary mindset to every client relationship. His commitment to helping retirees protect what theyÕve builtÑwhile still aiming for meaningful growthÑmakes him a trusted guide in todayÕs complex retirement planning landscape.
By combining safe money strategies with income solutions that are tailored to individual goals, Steven ensures that his clients can retire with clarity, confidence, and peace of mind. His proactive education efforts and personalized planning process reflect not only his deep knowledge of the industry but also a sincere dedication to improving the lives of those he serves.
Closing Statement from Brent Meyer
At SafeMoney.com, weÕre proud to spotlight professionals like Steven SuibÑadvisors who put ethics, expertise, and client care at the heart of their work. If youÕre nearing retirement and looking for guidance from someone who will treat your future with the same care they would their own, Steven Suib and Preservation Wealth Management are ready to help.
Thank you for joining us, and we will continue to introduce you to more incredible advisors in the future!Ó
The content provided is for general educational purposes only and should not be considered financial, investment, legal, or tax advice. SafeMoney.com is not affiliated with, does not endorse, and assumes no responsibility or liability for the actions, advice, or services of any third-party financial professional, company, or organization featured in this content. SafeMoney.com is not a licensed financial advisory firm and does not offer individualized financial planning, investment recommendations, or insurance product guidance. Viewers are strongly encouraged to consult with a licensed and qualified financial professional before making any financial decisions. Any financial strategies discussed may not be appropriate for all individuals and are subject to the terms, conditions, and claims-paying ability of the issuing insurance company or financial institution.
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