Steven Suib RICP®: Retirement Income with Purpose

 An Interview with Steven Suib, RICP® — Protecting Retirement Income with Purpose

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 today’s 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 on—while empowering them to enjoy the lifestyle they’ve worked so hard to build.

Brent Meyer: Steven, thanks for joining us. Let’s start with your overall approach. What kind of clients do you typically work with, and how do you help them?

Steven Suib: Thanks, Brent—it’s 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. That’s where our approach comes in—we 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: You’re 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 client’s needs. Our goal is to guarantee income throughout retirement—and 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 you’ve seen with your clients?

Steven Suib: Absolutely. We’ve helped hundreds of families avoid one of the most feared outcomes in retirement—running out of money. By building plans around safety, income, and reasonable growth, we’ve been able to provide both financial stability and peace of mind when our clients need it most. It’s deeply rewarding to see people enjoy retirement without the constant worry of market losses or income gaps.

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: It’s central to everything we do. As a licensed fiduciary, I’m legally and ethically obligated to act in my clients’ best interests at all times. That means no hidden agendas, no pushing products—it’s 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 important—and being a fiduciary carries a meaningful responsibility to act in the client’s best interest. But beyond titles, it’s 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 doesn’t just have the right designations—they 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, I’m constantly learning. I read industry news, follow economic trends, and stay connected with other professionals in related fields. Retirement planning is a dynamic space—tax law changes, interest rate shifts, new strategies—so staying current is not just helpful, it’s 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 it’s structured the way it is, it increases their confidence—and helps them stay the course during turbulent times.

Brent Meyer: Let’s talk long-term. What are your goals as an advisor moving forward?

Steven Suib: My mission is to keep protecting my clients’ hard-earned retirement money while helping them grow it in a way that’s smart and sustainable. I want my clients to feel secure—knowing 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: That’s 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. We’re 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 they’ve built—while still aiming for meaningful growth—makes him a trusted guide in today’s 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, we’re proud to spotlight professionals like Steven Suib—advisors who put ethics, expertise, and client care at the heart of their work. If you’re 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!”

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.